Explaining Attachment Management Solution for Dynamics CRM/365 Online


Hi Folks, this is our first blog for the community.

Usually while working with Dynamics CRM Online, many of us faces a problem to manage attachments inside the storage space of Dynamics CRM. Customer has to pay a lot for the storage of the unstructured data usually.

Earlier there was only solution to address the attachments or i would say documents by using SharePoint with Server side Integration Dynamics CRM. But with the latest release of Microsoft CRM and Good features of Azure, now it is possible to manage attachments in Azure Blob storage.



In this blog, i will explain how you can quickely setup Attachment managment solution with your CRM Instance.

To start with, You need to have a Azure account first. And create a new Resource group in it (You can use existing Resource Group as well)


Once you created the Resource Group in Azure, you need to add Storage account and Container in Storage Account.


Once the setting up of Azure is done, you need to go to your CRM instance to set it up. Open your CRM Instance and goto Marketplace.


Search for Attachment in the Market Place.


You need to select for the "Attachment Management" Solution and click Get it Now.

Also you can see there is an another solution which is to move the existing Attachments which is in CRM storage and move it to Azure Blob Storage. I will explain this solution in further blog.

Back to the "Attachment Management" Solution.

Once you get the solution, you need to specify you CRM Instance and then it will be available in your Dynamics CRM Site Map.

Next you need to do the setting of your Azure Blob Storage, 

You need to do the below steps,

Storage Account Name: <Enter the Storage Account Name>
SAS Token: <Enter the SAS Token of the Storage Account>
Notes Attachment Container: <Enter the Non-Confidential Container Name>
Email Attachment Container: <Enter the Email Attachment Container Name>
Click on Confirm.
Once it is done, we need to do the Entity settings of Attachment Management Solution. Enter the relative containers details in your settings....




Click on Save.

-------------------------------------------------------------------------------------------------------

That's It, Your storage management solution is ready to use.....

 So, if you compare that to Dynamics CRM Online Storage to Sharepoint and Blob Storage, you will find
$USD Per GB1 Year5 Year
Dynamics CRM$5$60$300
SharePoint$0.20$2.4$12
Azure Blob$0.06$0.72$3.6

Do let us know if this is useful for you.....

Till then... Happy CRM Surfing....

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