Open Forum

Like what you see? Discover the benefits of the D365UG/CRMUG Community. Learn More

1.  How to export attachments from notes of a certain entity?

Posted 11 days ago
Edited by Luke Dunnett 11 days ago
We are using Dynamics365. How can I export the attachments (PDFs etc.) from notes of a certain record type?

Regards

------------------------------
Luke Dunnett
LD
------------------------------


2.  RE: How to export attachments from notes of a certain entity?

Posted 10 days ago
​Hi Luke

I don't think there's an easy way to export attachments.

You will likely need to either use a 3rd party utility or write some custom code to do this - example from MSDN here: https://msdn.microsoft.com/en-us/library/gg328429.aspx

Dave

------------------------------
Dave Ireland
Director, Technical Services
SS&C Salentica
Toronto, Canada
------------------------------



3.  RE: How to export attachments from notes of a certain entity?

Posted 10 days ago
Luke,

The link on this post shows a custom workflow for extracting attachments from incoming emails. Hopefully it's something of use to you.

Dynamics 365 - Extracting attachments from an incoming email, create case, and add attachments to as notes

------------------------------
David Craig
Dynamics CRM Application Specialist
Blue Cross Blue Shield of Kansas City
Kansas City MO
------------------------------



4.  RE: How to export attachments from notes of a certain entity?

Posted 9 days ago
  |   view attached
Luke,

I could not think of any other easy way to export attachments from Notes of certain record type other than using Email Attachment Manager desktop application from Management Technology Consulting LLC.

Not only attachments from notes, but also email attachments of different file extensions within specified date range and file size can be downloaded to your favourite destination from CRM. There are other interesting features too, but for now I can tell you this product will fit your current business requirement.

Check it out and let me know your response.


------------------------------
Ravi Kiran
Marketing Manager
Management Technology Consulting LLC
Los Angeles CA
------------------------------