How can I drag-and-drop an email or email attachment directly into an existing Dynamics record?

How can I drag-and-drop an email or email attachment directly into an existing Dynamics record?

Updated: Feb 11, 2019

As much as we might hate to admit it, email still drives a lot of business transactions. Part of the frustration in dealing with email is that its use often creates silos of documents and other information in every person's email account. People in the organization typically forward emails around...resulting in multiple copies of the same email, a lack of visibility into someone else's inbox or personal email archive, etc.



Watch this short functional clip of an example of how a Datahaven for Dynamics NAV user can simply drag and drop an email and/or its attachments into an existing transaction or other record in Microsoft Dynamics NAV.


This clip shows the NAV RoleTailored client. We'll post an example of this feature showing the Classic client too.

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