D365 Finance & Operations and Dynamics AX Forum

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  • 1.  attach and email in D365 f&O

    SILVER CONTRIBUTOR
    Posted May 11, 2022 09:45 AM
    Is there a way to attach a Microsoft Outlook email in D365 F&O?

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    Amber Aaron
    Summit Racing Equipment
    Tallmadge
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  • 2.  RE: attach and email in D365 f&O

    GOLD CONTRIBUTOR
    Posted May 12, 2022 08:38 AM
    Hi Amber,

    Of course you can by using document management (paper clip in the top right).  Here, we drag the email out of Outlook in a Windows folder and then we attach the file on the D365 record we want.  It's a bit manual, maybe someone else as an easier process.

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    Steeve Gilbert
    Software Development Supervisor
    Boa-Franc S.E.N.C.
    QC, Canada
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