Dynamics Community Forum Thread Details

Attach file from sharepoint to email

Hi experts!

I’m using dynamics on-prem.
i was asked to build a process that sends an automated email with attached entity record SharePoint files (multiple).

how can I manage that?

Thanks!

Hi John,

We request you to kindly explore 2 of our solutions Attach2Dynamics and Click2Export.

Using Attach2Dynamics you can not only free up your Dataverse storage by migrating the attachments from Dynamics CRM to SharePoint, but you can also leverage out of our UI using which you can access the files stored in the respective SharePoint folder directly in CRM and from the UI itself select multiple files and attach them to an email and send it out from CRM.

The other solution from our portfolio Click2Export serves the purpose to automate the process of sending emails on daily basis by attaching the report of your choice to the email. Using Click 2Export along with sending the email with the attachment, it can be configured to move the attachment to the respective SharePoint folder as well.

We request you kindly download our solutions and avail for the 15 days trial.

For queries and concerns, you may reach out to us at crm@inogic.com.

Thanks!

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