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Attachment Management: Attachment Management for Dynamics 365 CRM Online using Azure blob storage

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Can someone please advise the alternative options for Attachment management? The reason is this is getting deprecated https://appsource.microsoft.com/en-us/product/dynamics-365/microsoft_labs.96257e65-dbbe-43db-b775-77cf1609530c?tab=overview as per the app source.

I would like to know if there is any other possibility of using Azure blob to replace the Attachment management add on solution.

Thanks

Ravi

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PerezAguiar Microsoft Employee on at

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Hey Ravitej.

Basically you have 2 approaches:

- Purchase/Use something already created. ON appsource.microsoft.com there are a few options available:

Also, some other providers offer these kind of solutions like ms-crmaddOns or connecting-software.com

- Create something on your own. For this you might want to use the SDK or use Azure Logic Apps. You have some examples on
http://thesentientbeingdevelopmentspot.blogspot.com/2017/08/azure-logic-apps-and-copying-files-to.html

https://readyxrm.blog/2018/04/04/moving-dynamics-365-attachments-to-azure-blob-using-logic-apps/

https://www.dynamicsforcrm.com/migrating-attachments-in-bulk-from-dynamics-365-to-azure-blob-storage/

I hope it helps

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Rachel_PT 20 on at

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Yes, Connecting Software can cover this and they even can do the migration for previous users of the Microsoft solution.

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Inogic 715 on at

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Hi Ravi,
You’re absolutely right that the deprecation of the Attachment Management add-on raises the need for a robust alternative. One solution worth considering is Attach2Dynamics, an integration solution available on Microsoft AppSource. This app integrates Dynamics 365 CRM with multiple cloud storage platforms, including Azure Blob Storage, Dropbox, and SharePoint, and offers a seamless way to manage attachments directly from your CRM.
How Attach2Dynamics Meets Your Requirements
Integration with Azure Blob Storage
Attach2Dynamics provides full support for Azure Blob Storage. You can easily migrate, manage, and organize attachments by connecting your Dynamics 365 CRM to Azure Blob.
Comprehensive Attachment Management Features
Upload, Download, and Drag & Drop: Quickly upload files to Azure Blob or download them from the cloud. The drag-and-drop functionality makes managing files straightforward and intuitive.
Copy/Move Attachments: Easily copy or move notes, emails, and sales literature attachments to Azure Blob Storage.
Bulk Migration: Move historical attachments in bulk to free up CRM storage space.
Preview and Search: Preview files without downloading and perform deep searches to locate specific files or folders.
Access Control: Control user access to features like upload, download, and email using security templates.
Optimize Storage Costs
Moving attachments to Azure Blob Storage helps reduce costs by freeing up expensive CRM storage. This is especially beneficial for businesses generating high volumes of data.
Seamless User Experience
Attach2Dynamics offers an intuitive, user-friendly interface. You can perform all document management activities directly within Dynamics 365 CRM, reducing complexity and improving productivity.
Additional Functionalities
Anonymous Link Sharing: Share files securely using anonymous links.
Multi-instance Support: Connect multiple Azure Blob instances to a single Dynamics 365 instance.
Email Attachments: Directly attach files from Azure Blob to CRM emails.
Benefits of Attach2Dynamics
Optimize storage and reduce costs.
Ensure secure data backup with easy access.
Streamline document management processes, improving efficiency.
Enhance sales outcomes with faster document retrieval.
To learn more about the app and how it can help with your business needs feel free to mail us at crm@inogic.com.

If your organization is looking for a scalable CRM-Cloud integration solution, Attach2Dynamics app is worth exploring. Consider checking out our app for a 15-day free trial from our Website or Microsoft AppSource.
I hope this helps! Let me know if you need further clarification.

Thanks!
Sam
Email: crm@inogic.com
Website: www.inogic.com
Blog: www.inogic.com/blog

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