Customer Engagement & Dynamics CRM Forum

Customer Service/Care - Open (Preview) Email Attachments in same window

  • 1.  Customer Service/Care - Open (Preview) Email Attachments in same window

    Posted 30 days ago
    Hi D365 UG,

    We have migrated our customer care team from Outlook to D365 CRM/CE. The transition is going well so far but the users are frustrated with the numerous clicks needed to "preview" an incoming email attachment. Essential they want the same preview attachment experience in Outlook. 2019 Oct. wave 2 includes the ability to view inline picture attachment but that's not the solution we are looking for. If there are any other organizations using D365 for customer service and would like the ability to preview attachments, please help vote on this existing MSFT idea.
    Open (Preview) the Attachments in the browser specially PDF/DOC
    Experience Dynamics 365 remove preview
    Open (Preview) the Attachments in the browser specially PDF/DOC
    When you try to preview an attached doc. it will be downloaded and this makes the PC crowded, why not only preview in the browser or add an embedded browser pop up page to preview only without downloading
    View this on Experience Dynamics 365 >

    Thanks,


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    Eugene Hoang
    Brea, CA
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    Conference-CRMUG_200x200


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