MS CRM Note Section Attachment in EMail

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Posted on by Varun Singh

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Hi All,

I have on Business Requirement in which I need to send an Email on Note Section.

For Example: If I own one Opportunity in CRM, then my Account Manger can comment on Note section regarding the Opportunity. Whatever the Account Manager is commenting I wanted to trigger an email to the owner of the Opportunity.

The problem is that I am able to trigger an email with Note to the Owner of the Opportunity. However sometime my Account Manager also attach some document in Note Section which I am not able to attach in EMail with the help of Workflow.

Currently with the help of below Workflow step I am able to send Note section comment text to owner, but can any tell me how to send Note attachment (PDF, MS WORD file) in Workflow Email step.

Thanks

Varun Singh

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lloydz1 265 on at

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Hi Varun,

Check this out, it details how to create a Custom Workflow Activity to get the attachment from notes.

https://mahenderpal.wordpress.com/2014/01/20/sending-email-with-entity-attachment-from-notes/

Thanks,

Lloyd

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Varun Singh 943 on at

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Thanks Lloyd this will be my last option. However before that I am looking OOB workflow option to attach Notes attachment.

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