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Migrating notes or email attachments out of Dynamics 365

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Posted on by 247

Hello,

I am wondering if I can get some help with notes/email attachments handling and storage.

The requirement is to migrate all the notes/email attachments (i.e. 50K+) out of D365 online instance to store them in Azure Blob Storage except for last 6 months.

So this could involve:
1. Extract out the notes/email attachments to store at Azure Blob Storage and then remove them from D365.
2. Add a LINK inside D365 notes so that the user can open the attachment from within D365 Notes area. (Is this doable meaning a clickable link to download the file? and How?)

Is there some sample github code base that could do this? Any help with above query will be highly appreciated.

Thanks for your help in advance.

Regards, AR

  • Suggested answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,317 on at
    RE: Migrating notes or email attachments out of Dynamics 365

    Hi,

    The github tool (https://github.com/DawidPotgieter/Dynamics-CRM-Binary-Storage-Options) has a migration utility as well.

    You may use that utility to migrate, or else you have to write your own integration packages (in SSIS). Use Dynamics 365 Web API to retrieve notes and attachments and push to Azure Blob Storage (using Azure Blob Storage APIs) or use a connector (like KingswaySoft).

  • ARTECH Profile Picture
    ARTECH 247 on at
    RE: Migrating notes or email attachments out of Dynamics 365

    Thanks for your reply.

    I have gone thru above links, however I am after a one-off run to do this migration so I dont see the need of plugins etc. in my requirements

    Can something else be suggested here then? Thanks.

  • Suggested answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,317 on at
    RE: Migrating notes or email attachments out of Dynamics 365

    Hi,

    Thank you for your query.

    There is a App Source solution provided by Microsoft Labs for this:

    https://appsource.microsoft.com/en-us/product/dynamics-365/microsoft_labs.96257e65-dbbe-43db-b775-77cf1609530c

    https://powerobjects.com/tips-and-tricks/configuring-azure-attachment-management-and-azure-blob-storage/

    Also found this Github plugin to move notes/attachments to Azure Blob or File storage. It comes with a migration tool as well:

    https://github.com/DawidPotgieter/Dynamics-CRM-Binary-Storage-Options

    Or, you can explore this add-in by Inogic (paid):

    https://www.inogic.com/product/productivity-apps/attach-2-dynamics-365-crm-upload-multiple-files-sharepoint-cloud-storage

    This tool has ability to view/download the attachments within Dynamics 365.

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