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Attach Selected SharePoint Document to Email

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Posted on by Anshuman Trivedi

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Hello Experts,

I have a requirement to add an Email button on SharePoint Document Sub Grid and when I click on Email button the selected SharePoint Document get attached to Email and open newly created email in popup.

Is there any possible way?

Its Urgent Please can anyone help?

Thanks in Advance

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Bipin D365 28,981 Moderator on at

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RE: Attach Selected SharePoint Document to Email

Hi,

Try creating custom action which will accept parameter as sharepoint document record ID. Call this custom action on click on ribbon button using Javascript.

Write c# code to get sharepoint document, create email and add attachment. Then return Email entity record ID as output parameter from custom action.

Use Xrm.Navigation.Openform to open the created email record.

If found helpful, Please mark my answer verified.
Yoshika Suzuki on at

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RE: Attach Selected SharePoint Document to Email

I found a similar article in the community. How's this?
community.dynamics.com/.../send-email-with-attachments-through-plugin-d365-online