Using Word document as email attachment in D365 CRM.

 Hello Guys,

In our previous blog we have seen how we can create word document and attach it to CRM entity record as notes. Today we will use the same documents which is stored in CRM record as notes and will attach it to email.









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In our previous blog we have created one flow which was creating a word document for Account entity and attaching the same document as note in the same account record.

Now we will send one email which contains the same attachment. We will create MS Flow to achieve this.

Create one automated flow as shown below:



Rename the first step as shown below:



Now add a new step and configure it as shown below:



Add a new step to retrieve record and configure it as shown below:



Now we will be creating email. Add a new step and configure it shown below:





So here we done with the email creation. Now we will create attachment for the emails from notes. Add a new step and configure it as shown below:

base64(triggerOutputs()?['body'])



Now we will create an account record and check whether attachment is attached to email or not.



As you can see account record is having an email which contains attachment also.

We can open and see email also.



Hope it helps...




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