Users also have an option to send an email for both Non-activity and Activity entities.
For Non-activity Entity:
There are two options for this – send as Link or Attachment.
Links: On selecting this option you can insert the file’s/folder’s link in the email body. The below window opens on choosing the option ‘Link’ with link of file in email body.
Attach Documents: On selecting this option you can attach the file itself in the email body. The below window opens with file as attachment by choosing ‘Attach.’
Note: Email can be sent only with files and not folders. Also, multiple files can be sent in a single mail.
For Activity Entity (Email):
To directly send an email with multiple attachments, please follow the steps given below:
First, create the Connector record in Attach2Dynamics App. Please follow this link for directions.
Next, create an entity configuration record for the Email entity.
Now you have to create an entity configuration record for the entity which will be selected in the Regarding field of the Email. Follow this link for directions to create entity configuration.
Navigate to the Email form --> Set the entity record that you want to view in Attach2Dynamics UI in the Regarding field --> Click on the Attach2Dynamics button.
You will be able to see the files and folders present in the SharePoint site of the record present in the Regarding field as shown below:
Select the file --> Click on the Email button to attach the file as an attachment or as a link in the email.
In the case of Attach Documents, the file will be added as an attachment in the email attachment section.
In the case of Links, on selecting this option you can insert the file’s/folder’s link in the email body. The below window opens on choosing the option ‘Link’ with the link of the file in the email body.
To edit email descriptions, users can edit the text “Link generated by Attach2Dynamics” and add any preferred content. This has to be configured beforehand while adding Connectors in Additional Setting. Users need to specify the text in the Email Description section under Additional Settings, to ensure the preferred text is showcased every time they generate a link.
For any queries, reach out to us at crm@inogic.com
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