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Microsoft Dynamics CRM (Archived)

Allow users to select regarding case attachment from SharePoint in Email form

Posted on by 1,445

Hi,

I have a requirement 

1) To show all the documents uploaded to case documents (SharePoint) in Email

2) User can select which attachment to include in email

3) When they send this out only those selected attachments will send out.

4) Move this attachments to Email documents (SharePoint).

I do have code sample for doing #4. There are multiple ways of doing #1 and #2

A) Inside email form embed an html page and display all the documents from Case (From SharePoint). User can select from this and put it in a field, retrieve the selected attachment from case documents in plugin and send it with email.

B) While saving email load all SharePoint documents from case to email attachment, user can remove which ever is not required and send the email.

Could any one please help me with the following

1) For option #A I am not sure if we can retrieve SharePoint documents from case using JavaScript. Any samples will be helpful for listing using html and retrieving SharePoint document using JavaScript

2) Is there any other better solution for above process?

Any help on this regard is very helpful.

Regards,

Pramod

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  • Pramod M Profile Picture
    Pramod M 1,445 on at
    RE: Allow users to select regarding case attachment from SharePoint in Email form

    Hi,

    Any help on this regard is highly appreciated.

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