Hi,
We are currently working with the non-rich text editor in CRM. However. When we add a portal comment to a case, we'd like it to be possible to add an attachment. This is currently not possible.
How can I enable this, or get it to work?
Thanks!
I still can't figure this step out. Would anyone be able to help?
I have the following step in a process:
I'm even unsure on where to add the step from Workflow Tools and what to fill in where. Especially the 'e-mail tag' from 'Entity Attachment to Email'.
Hey,
I do use a process, yes. I can't seem to figure out the manual that is on the github page though. Namely step "Email: Email record to add all the Attachments.".
Do you create the workflow to send email with the text of the comment?
If yes,, you can also add the attachment.
Please check the following link.
Dynamics-365-Workflow-Tools/Entity Attachment To Email.md at master · demianrasko/Dynamics-365-Workflow-Tools · GitHub
I found that it is possible by the following:
- Open a new portal comment for the case.
- Save it, but do not finish it/complete it.
- Add a new comment to the portal comment and attach an attachment to it.
- Save and send.
In that way, the user will see the attachment in the Portal.
However. How can I do it so, that the attachment gets added to the e-mail aswell? We have a process that send an e-mail to the customer with the text of the portal comment, but I'd like to add the attachment to the e-mail aswell.
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.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Andrés Arias as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Abhilash Warrier 101 Super User 2025 Season 2
Daniyal Khaleel 63
Tom_Gioielli 26 Super User 2025 Season 2
