Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 general forum

How to automatically remove attachments from email and notes and put on Sharepoint on line

Posted on by 15

Hope to get some inputs/suggestions.

I followed the Sharepoint (on line/365) and Dynamics CRM (also on office 365) integration steps and while it does work for removing 'Document's from CRM TO Sharepoint (creating link in CRM) BUT I do not know how I can detach 'attachments' from email or Notes and put on Sharepoint on line, automatically. Though there might be some 3rd party paid tools, but is there any way we can do it without having to buy a 3rd party tool?

Thanks

Categories:
  • CTUSA Profile Picture
    CTUSA 15 on at
    RE: How to automatically remove attachments from email and notes and put on Sharepoint on line

    Thanks Ravi.

    Ashok

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: How to automatically remove attachments from email and notes and put on Sharepoint on line

    Hi,

    No, there is no out of box functionality to automatically move the attachments from email/ notes to SharePoint. If you don't want to go for 3rd party tools, then you ill have to build something on your own.

    Hope this helps.

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,048 on at
    RE: How to automatically remove attachments from email and notes and put on Sharepoint on line

    Please see my suggestion on the following link

    community.dynamics.com/.../315670

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans