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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 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.
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
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.".
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'.
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