[Amber Aaron]

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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[Steeve Gilbert]

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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