Are you looking for the below requirements?
- You want to save incoming email from specific senders into a SharePoint document library.
- You want to export specific an email from outlook on demand and store it inside SharePoint document library
If your requirement match any of these you are on the right place. And trust me you are not alone here. If-fact this is a requirement which is quite common. Every time I work for a customer, I come across requirement similar to this one. So let’s see how we can achieve this.
The first and foremost thing is to make sure you use the right connector. Here we go with the requirement – Whenever a new email arrive from a specific sender, we store in SharePoint in specific folder.
I take Office 365 outlook connector and use the – “When a new email arrives” trigger.
I have put in few filters here. First of all I am checking if the sender’s email is – debajit.dutta@xrmforyou.com. Also I have specified few other options here.
- Include Attachments – Yes
- Only with Attachments – No
So any incoming email from the specified sender will be tracked along with attachments.
That’s an easy one. Now the most important step – How can you save this email to SharePoint? The outlook office 365 connector has a step “Export Email“.
All required here is to pass the Message Id of the email from Previous step.
Now the final step in the flow. We use the “Create File” action of SharePoint.
Quite obvious for the values I chose for this action. Now whenever I send an email from debajit.dutta@xrmforyou.com to the connected mailbox, the email message is stored in SharePoint.
Sample screenshot from SharePoint after I send few emails.
Hope this helps!
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Debajit Dutta
Business Solutions MVP
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