web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Attach Selected SharePoint Document to Email

(1) ShareShare
ReportReport
Posted on by 130

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.

211213.PNG

Is there any possible way?

Its Urgent Please can anyone help? 

Thanks in Advance

I have the same question (0)
  • Yoshika Suzuki Profile Picture
    Microsoft Employee on at

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

  • Suggested answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    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.

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 166 Super User 2026 Season 1

#2
Jimmy Passeti Profile Picture

Jimmy Passeti 51 Most Valuable Professional

#2
NeerajPawar Profile Picture

NeerajPawar 51

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans