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bedgren
New Member

Attaching email as activity to Dynamics 365 Lead (Common Data Service)

Trying to attach an email as an activity to a lead in Dynamics 365 CE (specifically the Sales module).  It is connected using the Common Data Service (Current Environment) connector.  Will it have to be done as manually as a new record (activity), or is there an easier way?

2 REPLIES 2
RaashiSen
Community Support
Community Support

Hello @bedgren ,

One way would be to use action 'Export Email' of Office 365 for Outlook Connector, and can save that as a File in a storage, say SharePoint Document Library

RaashiSen_0-1611156921286.png

From there, you can attach this File to the said Notes. 

 

Let me know if that works for you, or incase you have tried this already

@RaashiSen thank you for the option.  I am hoping to attach it as an actual "Email Activity" in Dynamics 365 CE, instead of as an attachment to a Note.  But I will keep your option in mind if I cannot find a more preferred solution.

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