Attach from SharePoint feature

With the Attach from SharePoint button, users can select files directly from SharePoint to attach to a Dynamics 365 email. The system automatically retrieves the documents available from the regarding SharePoint location, so users can quickly and easily select the required files.

Users can also preview files in SharePoint before attaching them to ensure they've picked the right one. The Attach to Email button allows users to select one or more files and automatically create a new email with the selected files attached.

Try the 30-day free trial today and make sending emails with documents easier!