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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM files Storage on t...
Microsoft Dynamics CRM (Archived)

CRM files Storage on to Azure Blob - 8x

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Posted on by Emmaneul James Abraham 725

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 :)

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

2630.Capture11.PNG

Thanks 

James

*This post is locked for comments

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: CRM files Storage on to Azure Blob - 8x

    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.

  • VENKY KOLAGANI Profile Picture
    VENKY KOLAGANI 270 on at
    RE: CRM files Storage on to Azure Blob - 8x

    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,

    venkyAzurefile_5F00_CRMNote.png

  • Suggested answer
    Emmaneul James Abraham Profile Picture
    Emmaneul James Abraham 725 on at
    RE: CRM files Storage on to Azure Blob - 8x

    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

  • VENKY KOLAGANI Profile Picture
    VENKY KOLAGANI 270 on at
    RE: CRM files Storage on to Azure Blob - 8x

    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

  • Suggested answer
    Emmaneul James Abraham Profile Picture
    Emmaneul James Abraham 725 on at
    RE: CRM files Storage on to Azure Blob - 8x

    Hey Venky

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

    Thanks

    James

  • VENKY KOLAGANI Profile Picture
    VENKY KOLAGANI 270 on at
    RE: CRM files Storage on to Azure Blob - 8x

    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

  • Verified answer
    Emmaneul James Abraham Profile Picture
    Emmaneul James Abraham 725 on at
    RE: CRM files Storage on to Azure Blob - 8x

    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.

    1. Create an Azure Storage Account
    2. Ensure that you have the Adxstudio Azure File Storage sultion installed 
    3. Create the two Settings referenced in the Azure Storage documentation (not to be confused with site settings).
    4. Ensure that you have the correct value for both settings
    5. Create a Web Resource for the Form that you wish to use this with. 
    6. Ensure that you have the Web Form/ Entity form configured correctly
    7. 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

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CRM files Storage on to Azure Blob - 8x

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

    Thanks

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CRM files Storage on to Azure Blob - 8x

    Hello Emmaneul James Abraham,

    Can you please explain the process in brief... 

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