Attach Files of Various Records Directly from the Email Form

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.

• Click ‘Ok’.

• Selected documents will be successfully attached to the email form.