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

Posted on by Microsoft Employee

Has anybody got this to work successfully. 
appsource.microsoft.com/.../microsoft_labs.96257e65-dbbe-43db-b775-77cf1609530c


We have tried on two different instances of Online CRM(D365) but it seems to do nothing. It doesnot give any error but it doesn't copy anything to blob either.
We have followed the guide given in the above mentioned page.
For clarity my question is

1) Have you got this to work?

2) Did you follow the userguide provided on the page or did you have to do something else?

3) Any gotcha that we must remember ?

Thanks in advance

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Attachment Management:Attachment Management for Dynamics 365 CRM Online using Azure blob storage.

    This is slightly on the side as I don't know whether the MS Labs solution has been fixed, but for people that get here, you can also try :

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

    It's invisible, stores email and note attachements in Azure blob/file storage and has a migration tool for existing binaries (moving them both ways).

    Enjoy.

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

    Glad to help and to know it worked for you. I hope they will patch it in future releases.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Attachment Management:Attachment Management for Dynamics 365 CRM Online using Azure blob storage.

    Hi Rashwan,

    Thank you for your kind help and I was able to make it work by following your instructions.

    If anybody else is facing the issue, please follow what Rashwan has written and you will see it start working magically.

  • Verified answer
    RE: Attachment Management:Attachment Management for Dynamics 365 CRM Online using Azure blob storage.

    You can use XrmToolBox to extract the assembly from the solution. Then use ILSpy to view the source code of the DLL.

    Copy the code for the PostCreateAnnotation and build it in your own plugin solution. First thing you will notice is that exceptions are thrown back without the exception message. Only the stack trace is included. So you can modify that to include the message.

    Then you can disable the on create step for the original plugin and register one for your custom solution.

    The plugin is usually registered asynchronous. Which means you will need to use the plugin trace log to be able to view the error details. Another way is to register the plugin synchronously instead so it would break immediately on creating the note and provide back the error details for download.  

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Attachment Management:Attachment Management for Dynamics 365 CRM Online using Azure blob storage.

    Hi Rashwan,

    We already followed the guide to setup Azure Blob Storage.

    1- Can you guide me where can I find the code?

    2- User is having system admin privileges.

    If you can assist me then please help me out.

  • Suggested answer
    RE: Attachment Management:Attachment Management for Dynamics 365 CRM Online using Azure blob storage.

    Hi Sudeep,

    I have found various issues with the current version of the solution and had to obtain the source code to be able to fix them and rebuild it and use the modified version.

    Can you confirm the following points:

    1. You have followed the guide fully and configured the entity in question to be supported by the plugin?

    2. I don’t think this is mentioned in the guide. Does the user creating the note have assign privilege on the note entity?

    If the answer is yes for both questions, then I can help you with a step by step on how to trace it and tackle it (if you are a developer) until they release a newer version with the issues fixed.

    Please let me know.

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