We are trying to find a way to archive email from our CRM either locally or online storage like SharePoint or AzureBlob. This is to reduce the overall capacity taken mostly by email contents linked to every case/s.
Maybe someone can help or explain on how to do it. Thank you!
Additional note, availing extraction Add-ons is not an option for us right now as well as buying additional storage.
Hello Daisy J,
Not sure if you have done something here. If not, you might find this AppSource solution interesting:
appsource.microsoft.com/.../ariverse1666642460792.ae-01-archiving
Best Regards
Daisy J,
We use AttachmentExtractor by MSCRM-ADDONS. This is a 3rd party tool that moves Notes/Email attachments and Email Message Bodies to blob storage. It leaves a pointer to the message so the User does not see any difference within CRM. I'm not sure if the other solutions mentioned move the email message body, but simply moving email attachments will not reduce the database size only file storage size. This solution is saving us over $20,000 annually.
I continue to look for a true turn-key archiving solution, but have been unsuccessful so far. If you find anything please post back.
Hi Haig Liu,
Appreciate the response. Agreed that Power Automate Flow would be a best tool to use into archiving emails, what we are trying to achieve now is to still display those archived email into CRM Timeline for historical purposes. Is that possible?
Thank you.
Hi Daisy J，
I think the best way is to use Power Automate flow to move emails into folders：
Also, attachments take up most of the storage space, so you can try archiving attachments as well：
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