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Sharepoint Documents to email

  • 1.  Sharepoint Documents to email

    SILVER CONTRIBUTOR
    Posted 22 days ago
    Hello All,

    I am surprised that this is not an out of the box function in Dynamics 365, but I am hoping someone can help me out. In regards to the SharePoint integration for Dynamics 365, we would like to have the ability to add SharePoint documents to an email easily. So if we pull up a record, and look at its documents, we want to be able to select that document and email it to someone, or even to the email in the record that the document is located.

    I am assuming that it would take some custom code, or something that would need to be done in Ribbon Workbench. But I am not sure where to even start. Also, if someone has a better option of managing documents in the CRM (that doesn't involve sales literature or cost money preferably), I would love to hear any idea.

    Thanks.

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    Jordan Visina
    CRM Administrator
    Fargo Jet Center
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  • 2.  RE: Sharepoint Documents to email

    GOLD CONTRIBUTOR
    Posted 16 days ago
    Great question. I would love to hear some ideas in this space as well. Currently, our users have to open the folder on the document storage site, click on "copy link" or "share" to share the document. It would be awesome if users could accomplish this directly from the document storage grid in the CRM record.

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    Rosemarie Cordell
    Business Analyst
    NEWBERG OR
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