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