CRM files Storage on to Azure Blob - 8x

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Posted on by Emmaneul James Abraham

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Hello

I have followed below steps to store CRM files on to Azure, but still i am unable to succeed, please let me know apart from below settings any other new settings I have to do for 8x Portal , because for 7x Portal same settings working fine :)

Create an Azure Storage Account
Ensure that you have the Adxstudio Azure File Storage sultion installed
Create the two Settings referenced in the Azure Storage documentation (not to be confused with site settings).
Ensure that you have the correct value for both settings
Create a Web Resource for the Form that you wish to use this with.
Ensure that you have the Web Form/ Entity form configured correctly
Ensure that you have the correct permissions set up on the corresponding form.

2630.Capture11.PNG

Thanks

James

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Hello Emmaneul James Abraham,

Can you please explain the process in brief...

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Have you found a solution to this yet? I have the same issue with 8x.

Thanks

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Emmaneul James Abraham 727 on at

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Yes I found a Solution for this, follow the below 7 steps along with it you have to configure CORS Rules also at azure blob end.

Create an Azure Storage Account

Ensure that you have the Adxstudio Azure File Storage sultion installed

Create the two Settings referenced in the Azure Storage documentation (not to be confused with site settings).

Ensure that you have the correct value for both settings

Create a Web Resource for the Form that you wish to use this with.

Ensure that you have the Web Form/ Entity form configured correctly

Ensure that you have the correct permissions set up on the corresponding form.

CORS:

Allowed Origins :- CRM URL

Allowed Verbs :- GET, PUT, HEAD, POST

Allowed Headers :- *

Exposed Headers :- *

Mazimum Age :- 3000

Thanks and Regards

James

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VENKY KOLAGANI 270 on at

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Hi James,

I followed the above steps. But i am not able view/open the documents form dynamics 365 custom portal lead entity form. But from crm form its working fine.

Please let me know if missed anything.

Thanks,

Venky

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Emmaneul James Abraham 727 on at

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Hey Venky

Have you added annotations web resource to entity form ? if possible can you post the exact error you are getting?

Thanks

James

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VENKY KOLAGANI 270 on at

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Yes James!!

Could you please let me know if have any idea on migrating existing data to azure blob.

How can we link existing files in azure blob and crm records?

How can we migrate existing CRM note attachments to azure blob?

Regards,

Venky

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Emmaneul James Abraham 727 on at

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Hello Venky

you can build console app using below sample code , this code will help you to read attachments in adx/crm portals as well (since it will create txt file in notes with azure blob URL), let me know if you need any other help

URL

https://help2crmportals.blogspot.in/2016/09/store-attachments-on-to-azure-blob.html

Thank

James

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VENKY KOLAGANI 270 on at

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Hi James,

I have created console app and tested but when i create note record with azure blob json file which is not working in adx annotation web resource.

Thanks,

venky

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RaviKashyap 55,410 Moderator on at

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Hi Venky & James,

As per the below post, MS has confirmed that there is a bug in Notes uploaded to azure.

community.dynamics.com/.../253195

Is this working for you? If yes, could you please help me out here. I am getting the same error as mentioned in the above post. Also in crm, the file is coming as text file.

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