CRM 2011 - Attaching Sharepoint documents through a workflow generated e-mail RRS feed

  • Question

  • Hi,

    When an opportunity is closed, all documents attached to the opportunity are sent via e-mail to our admin dept.   
    I have the list component installed on the sharepoint server, so each opportunity has a folder automatically created by the CRM, so they are in their own individual folders.   But I cannot find a way using the process builder to attach those documents to a workflow-generated e-mail and send them out. 

    Is something like this possible with CRM 2011?

    Thanks and Regards,

    Mohammad Riyazuddin CRM Consultant

    Wednesday, September 5, 2012 5:20 AM

All replies

  • You could write a custom workflow activity that reads the files from SharePoint, and attaches them to an email. Note that this will only work in CRM OnPremise, and not Crm Online

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Wednesday, September 5, 2012 10:53 AM