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?
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
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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