Hi
I'm working on a solution for my client where we are stripping the attachments from the emails tracked in Outlook and uploading them to SharePoint.
Is there a way to request a user to provide the metadata (document classification) right when they click on Track button in Outlook?
My client deals with a high amount of documents arriving daily by email.
I know where are some add-ons for Outlook which help adding the attachments to SharePoint and asking user for the metadata but I cant find anything which will include tracking in CRM too.
I don't want to have anything which will make my client click 5 times just to have the document saved.
We are using CRM and SP Online. Latest versions.
Many thanks!!!!!