Jan 10 2018 09:00 AM
Hi there
Appreciate this has been discussed before, but are there any updates planned to the interaction between Outlook and SharePoint?
We're rolling out SharePoint as a file store for our documents, but a common issue is saving to/attaching from emails direct to SharePoint.
Options are:
1. Use the File Sync tool - but we've had some bad experience with files not updating/syncing so there's some resistance to this
2. Use a third party tool - harmon.ie or OnePlace
3. Use the 'Sites' weblocation in Outlook - but this only shows 'recent sites' which is pretty useless.
If the Sites option in Outlook had a selection/browse capability it would resolve all our requirements - any plans to do this ?
thanks
Angus
Sep 11 2019 05:04 AM
SolutionSep 11 2019 05:37 AM
@Jonas Vestergaard Bjerke Hansen - thanks a lot for highlighting this - this seems to work really well! It maybe an old thread, but thanks for taking the time to update it.
Sep 11 2019 05:50 AM - edited Sep 11 2019 05:55 AM
Sep 11 2019 05:50 AM - edited Sep 11 2019 05:55 AM
I@Jonas Vestergaard Bjerke Hansen
Indeed Outlook + Chrome (since version 76 released around 30 July 2019) or Outlook + Edge allow users to drag and drop emails and/or attachments directly from Outlook to SharePoint. See also various posts on uservoice.
It does not work with IE11 or FireFox. It also does not work on macOS. The emails are uploaded as msg files. Separate tools are necessary in case the email metadata needs to be extracted and captured into SharePoint columns.
Paul | SLIM Applications
Sep 12 2019 12:46 AM
Oct 15 2019 03:04 AM
Oct 15 2019 03:18 AM
Oct 16 2019 09:30 AM
@Deleted wrote:
... if you extract the metadata from the e-mail itself, you can easily extend the functionality to rename the msg file based on your needs ...
@Deleted that is true but my response was to the drag/drop capability now available. You cannot do what you suggest as far as I know with drag/drop. If there is a way, hopefully you can let me know.
I've also been looking for a good solution but most of the solutions given here and elsewhere are fairly clunky from a UX perspective. Certainly not as frictionless as drag/drop or Outlook's quick steps.
In the end, I realised that I was having to use a hybrid Exchange setup anyway so modern Outlook apps aren't even available and I would have to write something in VBA. I don't have the time or energy to spend on a project like that right now I'm afraid. Maybe I'll try and look for some other tools that I could use to automate things.
Oct 16 2019 11:46 AM
@Julian Knight
What kind of naming convention for uploaded emails would be intuitive? combine the subject and sent date, or ...
thanks
Paul | SLIM Applications (https://www.slimapplications.com)
Oct 16 2019 10:54 PM
Oct 17 2019 08:11 AM
Oct 17 2019 11:12 PM
Oct 18 2019 08:20 AM
@Paul de Jong wrote:@Julian Knight
What kind of naming convention for uploaded emails would be intuitive? combine the subject and sent date, or ...thanks
Paul | SLIM Applications (https://www.slimapplications.com)
Thanks for responding Paul. Probably a text representation of the sent date/time I would think as this is pretty unlikely to generate a name clash.
Something like
subject - yyyymmdd-hhmmss
Sep 14 2020 06:49 AM
I came across you post, and since it’s from 2019 you may already have solved your issue.
We have had the same issue and have searched for solutions for the last year without finding one. Hence, we decided to develop a solution that match many of the needs that can’t be achieved by using standard drag and drop feature to save email to SharePoint/Teams.
So if you still looking for a free solution you are welcome to reach out.
Steen – (https://axpoint.com)
Sep 14 2020 10:48 PM
There are already quite some tools in this space. See e.g. here
The tools range from Outlook Add-ins (e.g. Colligo) to SharePoint Add-ins (e.g. Email Manager) to SharePoint apps (e.g. Explorer).
Many organisations are not aware that they can drag and drop emails and/or attachments directly to SharePoint (or OneDrive for Business) when they use Chrome or Edge. This only provides basic functionality though and they need a tool when they want to control the naming, extract email metadata, ...
Paul
Nov 25 2020 01:40 AM
Nov 25 2020 01:42 AM
Jun 25 2021 02:11 AM
Jun 29 2021 08:21 AM
Feb 17 2022 08:12 AM
Feb 17 2022 10:28 AM
@Jonas Vestergaard Bjerke Hansen
The drag and drop from Outlook to SharePoint will get the email over, but no metadata properties that would be helpful for searching/filtering the email later. The new 365 version of Colligo email manager add-in enables a single click copy of one or more emails plus attachments (embedded or separated from the emails) and will include all the typical metadata useful for sorting and filtering (Subject, Sent/Received date, Sender, Recipients, etc. ) and you and append other tags easily to further categorize (e.g. Project ID, follow up actions, comments, plus retention labels if needed). Send and file is also a cool way of capturing your outgoing emails too that need to be shared and preserved.
SharePoint Microsoft 365 Integration | Mobile & Desktop (colligo.com)