MICROSOFT LABS PAGE 1 MICROSOFT LABS JUNE 27, 2018 ATTACHMENT MANAGEMENT USING AZURE BLOB STORAGE A Solution to help optimize Dynamics 365 CRM storage by automatically saving file attachments to Azure Blob Storage Contents Overview ............................................................................................................................................................................................ 1 Attachment Management Configuration.............................................................................................................................. 2 UI Configuration ........................................................................................................................................................................ 2 Notes Attachment Entity Settings ....................................................................................................................................... 4 Optional Configuration .............................................................................................. Error! Bookmark not defined. End User Experience ................................................................................................................................................................. 6 Reports and Admin ................................................................................................................................................................... 8 Confirmation of Blob Storage ............................................................................................................................................... 8 For Notes (Annotation) ....................................................................................................................................................... 8 Email Attachments ................................................................................................................................................................ 9 Access to the Custom Entities for other Roles ............................................................................................................ 10 Least Permissions required for users .............................................................................................................................. 13 How to Generate SAS Key ................................................................................................................................................... 13 Troubleshooting Steps ......................................................................................................................................................... 15 Overview The Attachment Management Solution is an add-on feature to Dynamics 365 CRM to manage note and email attachments using Azure Blob storage, enabling users to create and maintain files stored on Azure Blob through the D365 CRM application. This solution benefits organizations with large amounts of file attachments by storing the files in Azure Storage rather than the CRM database, reducing the cost of storage since Azure Storage is significantly less expensive than additional Dynamics 365 Storage.
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MICROSOFT LABS JUNE 27, 2018 ATTACHMENT MANAGEMENT … · Click on Azure Attachment Storage Configuration and provide azure storage configuration information. Name: Azure Storage
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MICROSOFT LABS PAGE 1
MICROSOFT LABS JUNE 27, 2018
ATTACHMENT MANAGEMENT USING AZURE BLOB STORAGE A Solution to help optimize Dynamics 365 CRM storage by automatically
Optional Configuration .............................................................................................. Error! Bookmark not defined.
End User Experience ................................................................................................................................................................. 6
Reports and Admin ................................................................................................................................................................... 8
Confirmation of Blob Storage ............................................................................................................................................... 8
For Notes (Annotation) ....................................................................................................................................................... 8
Access to the Custom Entities for other Roles ............................................................................................................ 10
Least Permissions required for users .............................................................................................................................. 13
How to Generate SAS Key ................................................................................................................................................... 13