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Hello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts!


How to upload a SharePoint document to an email in a workflow

In this blog article, you will learn how the DocumentsCorePack ServerBased functionality can be used to upload a SharePoint document to an email in a workflow. For more information on how to create a workflow, please read this article here. 

After creating your new process, you will be provided with the window where you can define the steps of your process. 

Step 1: Create Email 
First, you have to create an email by using the Create Record-step. Open the drop-down menu and select Email. By hitting the [Set properties]-button you can define the properties of this step. For more information on how to create an email, please read this blog article here

Step 2: Create MSCRM-ADDONS.com AutoMergeWorkingIntems
Next, we want to create a new MSCRM-ADDONS.com AutoMergeWorkingItem, which makes sure that the SharePoint document will be uploaded to the email properly. To do so, please add a new step. Again, click on the [Add Step]-button and select Create Record. Then, type in a step description and use the drop-down menu below to set the Create:-section to MSCRM-ADDONS.com AutoMergeWorkingItems. Next, click on the [Set Properties]-button. 

❷ AutoMergeAction
Open the drop-down menu and select AttachToEntity. Select this option to attach a created document to any Microsoft Dynamics 365 standard and/or custom entity.

❸ PrimaryRecordUrl
Insert the PrimaryRecordUrl here by using the Form Assistant on the right side (highlighted in yellow). A description of how to set a PrymaryRecordsUrl-field can be found in this blog article

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

 

 




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