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Working with OneDrive for Email Attachments

After OneDrive integration has been set up, it enables efficient management of large email attachments through embedded links, ensuring secure and streamlined file sharing.

To share files through OneDrive, a link must be generated and embedded in the email.

  1. Switch to a Business Central Record with the Document Dispatch factbox.
  2. Use the Sending Action dialog in the factbox
  3. Add the desired documents or attachments to the e-mail
  4. Select the action Create OneDrive link.
  5. In the dialog box that opens, copy the generated link using the Copy link option.
  6. Insert the link into the email using the Add OneDrive link action.
  7. A confirmation ensures the successful integration of the link.

The OneDrive link is inserted into the email content upon final confirmation of the sending process.

Info

  • This feature is only available in a SaaS environment and for email dialog dispatch.

Displaying File Information in Emails

In addition to the embedded link, detailed information about the shared files is displayed below the email content. This includes the file name and size, ensuring transparency for recipients.

Example Display in Email:

  • Logo with embedded OneDrive link
  • File A.pdf: 2.4 MB
  • Document B.txt: 1.7 MB

Info

  • When the total size of email attachments exceeds 20 MB, attachments must be shared via OneDrive links instead of being directly attached to the email.
  • Once the OneDrive link is created, if new files are added to the email, the link must be regenerated to include the updated attachments.

By following these steps, large email attachments can be managed effectively and shared securely using OneDrive integration.

See also