--- title: "Set up file action - Email - Exchange server" slug: "set-up-file-action-email-exchange-server" description: "Set up Email file actions in Microsoft Exchange to send and receive files, ensuring smooth file management across development and production environments." tags: ["Task topic"] status: "update" updated: 2026-09-22T13:18:59Z published: 2026-09-22T13:18:59Z canonical: "docs.staedean.com/set-up-file-action-email-exchange-server" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.staedean.com/llms.txt > Use this file to discover all available pages before exploring further. # Set up file action - Email - Exchange server You can use the **Email** file action to exchange files with email. This topic explains how to set up a file action to send or receive files using Microsoft Exchange server. If the direction is: - **Source**, before the message is run, the defined email account inbox is searched for applicable emails. If found, the attached files of these emails are saved to the **Working** folder. - **Target**, after the message is run, an email is created using the defined email account, the created file in the **Working** folder is attached to the email, and the email is sent. The original file stays in the **Working** folder. If you want to zip the file before sending it by email, do a **Zip** file action previously to the **Email** file action. In this case the zipped file is attached to the email. > [!NOTE] > Note > > You can set up file actions for these connector types: > > - **Azure file storage** > - **Azure File Storage (API)** > - **Azure Blob storage** > - **SharePoint** ### Steps 1. Click **Connectivity studio - Integration Design**. 2. Click the **Connectors** tab. 3. In the list, find and select the desired connector. 4. Click **Edit**. 5. You can export the connectivity setup and import it into another D365 F&SCM environment. For example, you first set up and test the connectivity setup in a development environment. When finished, you deploy the setup in your production environment. To protect your production data, use different file locations for your development or testing environment and for your production environment. To strictly distinguish between different environments, you can define unique file action properties for each of your environment types. So, each file action can have a different set of properties for each applicable environment type. Which file action properties are applicable to the current environment is defined in the **Environment type** field on the **Connectivity studio parameters**. **Example**: If set to **Development**, the file action properties, as defined for environment type **Development** are applicable. In the **Environment types** field, select an option. > [!NOTE] > **Note** > > For each file action, you can repeat the sub-tasks for each of your environment types. To set the environment-specific properties of a file action, only change the environment type, find the file action, and set the properties. So, do not create a new file action for each environment type. 6. Expand the **File action** section. 7. Sub-task: Set up an **Email** file action with direction **Source**. 1. Click **New**. 2. In the **Name** field, type a value. 3. In the **File action** field, select '**Email**'. 4. Click **Save**. 5. In the **Direction** field, select **Source**. 6. Define the name of the file to be saved from the email to the Working folder. You can use filtering symbols. Example: CustGroup*.txt. In the **File name** field, type a value. 7. You can (temporarily) disable a flow action. Example: In a test setup, the setup to do the file action is not available. To prevent errors during test runs of the message, you disable the file action. In this way, you do not have to change or delete the file action. In the **Skip** field, select an option. 8. In the **Email receiver** field, select **Exchange server**. 9. Define the email address of the email account to be searched for emails and attached files. So, this is the account where the emails with attached files are received. In the **Email** field, type a value. 10. Define the domain to which the email address belongs. In the **Domain name** field, type a value. > [!NOTE] > **Note** > > Instead of the domain, you can use a direct URL to indicate the location from which the email with attached file is sent. In this case, fill in the Auto discover URL field. 11. Define the name that is used to log in to the Exchange server where the emails with attached files are received. This can be an account name or email address. In the **Account name** field, type a value. 12. Define the password or password reference that is used to log in to the Exchange server where the emails with attached files are received. Whether the password or password reference applies is defined by the **Display secret** field in the **Connectivity studio parameters**. If the **Display secret** parameter is set to: - **Secret**, fill in the **Password** field with the desired password. The password is specific for the current file action. - **Secret reference**, fill in the **Password reference** field with the desired secret reference. The password reference refers to a centrally stored password which makes updating secrets easier. - **Both**, fill in either the **Password** field or the **Password reference** field. In the **Password** field or in the **Password reference** field, type a value. 13. You can define which emails are considered when the inbox of the email account is searched. In the **Read filter** field, select an option. 14. You can filter for which senders emails are considered when the inbox of the email account is searched. In the **Sender filter** field, type a value. 15. You can filter for which subjects emails are considered when the inbox of the email account is searched. In the **Subject filter** field, type a value. 8. Sub-task: Set up an **Email** file action with direction **Target**. 1. Click **New**. 2. In the **Name** field, type a value. 3. In the **File action** field, select **Email**. 4. Click **Save**. 5. In the **Direction** field, select **Target**. 6. Click **Save**. 7. You can (temporarily) disable a file action. **Example:** In a test setup, the setup to do the file action is not available. To prevent errors during test runs of the message, you disable the file action. In this way, you do not have to change or delete the file action. In the **Skip** field, select an option. 8. In the **Email sender** field, select **Exchange Server**. 9. Define the email address to be used to send the email with the attached file. In the **Email** field, type a value. 10. Define the domain to which the email address belongs. In the **Domain name** field, type a value. > [!NOTE] > **Note** > > Instead of the domain, you can use a direct URL to indicate the location from which the email with attached file is sent. In this case, fill in the Auto discover URL field. 11. Define the name that is used to log in to the Exchange server from which the emails with attached files are sent. This can be an account name or email address. In the **Account name** field, type a value. 12. Define the password or password reference that is used to log in to the Exchange server from which the emails with attached files are sent. Whether the password or password reference applies is defined by the **Display secret** field in the **Connectivity studio parameters**. If the **Display secret** parameter is set to: - **Secret**, fill in the **Password** field with the desired password. The password is specific for the current file action. - **Secret reference**, fill in the **Password reference** field with the desired secret reference. The password reference refers to a centrally stored password which makes updating secrets easier. - **Both**, fill in either the **Password** field or the **Password reference** field. In the **Password** field or in the **Password reference** field, type a value. 13. Define the email address to which the email with the attached file must be sent. In the **Send-to address** field, type a value. 14. Enter the subject for the email to be sent with the attached file. In the **Email subject** field, type a value. 15. Enter the body text for the email to be sent with the attached file. In the **Email body** field, type a value. 9. Close the page. ## Related - [Set up secret references](/set-up-secret-references.md) - [Set up file action - Email](/set-up-file-action-email.md) - [Set up file action - Email - Exchange Online (Microsoft 365)](/set-up-file-action-email-exchange-online-microsoft-365.md) - [Set up file actions for a connector](/set-up-file-actions-for-a-connector.md)