Business Value
The improved enhanced email attachment experience feature, in Dynamics 365, lets agents quickly drag and drop attachments into emails, enhancing their efficiency. Agents also receive helpful reminders if they forget to attach a file that was referenced in the email’s subject or body.
New and Improved Attachment Features Now Available for Agents
We’re excited to introduce enhanced functionality that makes managing email attachments faster, easier, and more intuitive than ever before. These updates are designed to boost productivity, streamline your workflow, and improve the overall user experience when working with email attachments.
Here’s what’s new:
Drag and Drop Simplicity
You can now drag and drop files directly into your emails. It’s a smoother, faster way to include documents, images, and more—no extra clicks required.
Copy & Paste Across Emails
Need to forward or reuse attachments? You can now copy attachments from multiple emails and paste them into a new one without having to save them locally first.
Attach Entire Emails as Files
Easily attach full emails to another message, making it simple to forward conversations or share context with colleagues.
Bulk Actions Made Easy
Download or delete multiple attachments in one go, saving time and reducing repetitive steps.
Smart Size Display
Attachment sizes are now shown in the most readable units (KB, MB, etc.), so you know exactly what you’re sending or receiving.
Layout Flexibility
Choose between tile or grid view when browsing attachments—whatever suits your preference.
Export to Excel
Export a list of your attachments directly into Excel for reporting or recordkeeping.
Attachment Reminders
Never forget to include a file again—receive helpful reminders before sending.
Attach Before You Save
Files can now be added before even saving an email draft.
Reuse with Ease
Quickly reuse attachments you’ve recently added—no need to upload them again.
These improvements are now live—try them out today and elevate your email experience!
