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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Attachment Preview Con...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Attachment Preview Content Copy – Possible?

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Posted on by DS-09011323-0 16
Hi Experts,

Is there a way to copy or extract the content shown in the attachment preview on the Email entity form in Dynamics 365? I would like to know if the preview pane content can be accessed or copied programmatically or using any out‑of‑the‑box functionality.
 
 
 
 
 
Regards,
Devarajan S.
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Categories:
Dynamics 365 general
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  • Suggested answer
    whitebeard Profile Picture
    whitebeard 97 on at

    Hi @DS-09011323-0,

    There is no supported out-of-the-box functionality or Client API to directly copy or extract text from the Attachment Preview control UI. The preview pane renders content (often within an iframe) that is not accessible via the standard formContext or supported JavaScript methods.

    Microsoft explicitly lists DOM manipulation (which would be required to "scrape" the preview pane) as an unsupported customization that may break with updates.

    Supported Solution:
    Instead of trying to read the preview pane, you should retrieve the file content programmatically using the Dataverse Web API.

    1. Query the Attachment: Use Xrm.WebApi.retrieveMultipleRecords to query the activitymimeattachment table. You will need to filter by the objectid (the Email ID) to find the relevant attachment.
    2. Get the Content: Request the body column, which contains the file content as a Base64 encoded string.
    3. Decode: In your JavaScript or Plugin logic, decode the Base64 string to access the raw file.
      • Note: If the attachment is a PDF or Word doc, the decoded string will be binary. You would need a library (like pdf.js for client-side or OpenXML for server-side) to extract actual text from that binary data.

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