With this feature, users can attach files/documents of various records directly from email activity form without switching between different entities.
To attach files/documents as links or attachments directly on Email form, please follow the steps given below:
Navigate to Activities --> Click on the ‘Email’ activity.
Select the desired record from the regarding field.
Click on ‘Attach2Dynamics’ Button.
Now select the required files and attach them as links or attachments on the Email form.
Attach as Links: To attach files as links, follow the steps given below.
Select the desired files and click on ‘Links’ option on the ‘EMAIL’ Dropdown.
Click ‘Ok’.
Links to respective files on records will be generated successfully.
Attach as Documents: To attach files as documents, follow the steps given below.
Select the desired files and click on the ‘Attach Documents’ option on the ‘EMAIL’ Dropdown.
Selected documents will be successfully attached to the email form.
Last updated 1 year ago
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