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Save/attach from emails in MS Outlook 2016 to SharePoint site
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 o...
- This 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/
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.
Hi Julian,
No out of the box, but you can easily develop a "Remote Event Receiver" that is triggered whenever you archive an e-mail. That way, you can extract the metadata from the email and save it as metadata in SharePoint, but also force a naming convention (eg. rename the file immediately) in SharePoint.
That way, the end user doesn't have to do anything but dragging the e-mail to the desired location in SharePoint.
If you are limited to using older versions of Outlook (that doesn't have this new capability) you might want to buy an "old school" add-in (VSTO) say Harmon.IE for example.
No out of the box, but you can easily develop a "Remote Event Receiver" that is triggered whenever you archive an e-mail. That way, you can extract the metadata from the email and save it as metadata in SharePoint, but also force a naming convention (eg. rename the file immediately) in SharePoint.
That way, the end user doesn't have to do anything but dragging the e-mail to the desired location in SharePoint.
If you are limited to using older versions of Outlook (that doesn't have this new capability) you might want to buy an "old school" add-in (VSTO) say Harmon.IE for example.
- Thanks for the reply Jonas.
Does the "Remote Event Receiver" code sit in SharePoint or in Outlook?
It is something that I'm not aware of but would like to investigate.- Neither of those. An Remote Event Receiver (or a webhook) is running outside of SharePoint, but triggers on events from within SharePoint - say a document or e-mail was uploaded. You can then react to that trigger and do whatever you like, for example extracting metadata from a MSG file. You can read more about Remote Event Receivers https://docs.microsoft.com/en-us/sharepoint/dev/solution-guidance/use-remote-event-receivers-in-sharepoint
You are also welcome to reach out. We do develop these kind of things for a lot of companies and this scenario is definately something we have done before.