Forum Discussion
Save/attach from emails in MS Outlook 2016 to SharePoint site
- Sep 11, 2019This is now possible using the Outlook Desktop and modern browsers - take a look: https://jonasbjerke.wordpress.com/2019/09/06/you-can-now-drag-e-mails-from-outlook-directly-to-sharepoint/
Granted
(1) you can already drag an email to SharePoint today and it will be saved
(2) you can copy an email to Teams using a Microsoft Add-in
The methods above don't meet the robust requirements of customers that need to be able to search and review that email later in M365. We find customers need more than simple copying of emails which goes beyond what Microsoft typically offers in their native functionality. For example
- Extract metadata from the email that you will use to Filter/Search later e.g. Sender, Recipient, Date/Time Received, Subject, etc.
- Some intelligence about where to save it, like predictive filing suggestions
- Ability to apply retention labels
- Ability to add other metadata that can be used for a workflow or lifecycle purpose. e.g. Status, Next Actions, Comments, etc.
- Some centralized control where you can file things in SharePoint/Teams/Onedrive that makes it simple for the user
- The ability to look at previously filed emails without needing to leave Outlook
- The ability to get file from SharePoint and attach or link to your fully formatted outgoing emails without having to leave Outlook.
- Same functionality as above wherever you are using Outlook: desktop, tablet, phone, browser mail.
- All the functionality above made available automatically without the need to install software on your computer, which just needs to be updated every 2 months.
For this and others, I think you will need to look at third party tools. Yes, I work for Colligo. https://www.colligo.com/sharepoint-addons/microsoft-365/
- RollyrApr 06, 2022Copper Contributor
You drag the email from Outlook and drop it into a library (not a list). This results in an MSG file in SharePoint (works with modern too). But another downside is that the filename will the same as the subject so it will likely conflict if you add other emails especially from the same thread.
Yes, its not free to use a third party add-in, but it comes down to the value. Customers find it pays for itself in compliance with regulations (certain industries), knowledge management (keep all related files together including emails), and for business processes. We can make a business case to loosen the purse strings because we can show the ROI.
Roland