Move file attachments from Dynamics 365 to Azure Blob
Move Dynamics 365 Customer Engagement aka CRM Online attachments (Notes attachments / Email Activity Mime attachments) to Azure Blob storage using Azure Logic Apps. It would be ideal to test run the these Logic Apps in your pre - production environments before using in your production environment.
Description:
As a customer, I would like to move all my existing CRM attachments stored in Notes / Emails to an Azure Blob as a one time / continuous setup.
These Logic Apps can be used together with the Attachment Management solution available in AppSource.
Move CRM Note Attachments to Azure Blob:
Move CRM Email Attachments to Azure Blob:
Move CRM Email Attachments By CreatedOn to Azure Blob:
Note:
To update the start and end dates for CreatedOn for email records, go to Logic App Code view -> Line 111 -> "$filter": "attachmentcount gt 0 and createdon gt 2017-01-01T00:00:00Z and createdon lt 2018-01-01T00:00:00Z",
Pre requisites:
Create the below containers in Azure Blob storage 1) notesattachments 2) emailattachments
- Note: User can have his own container names updated in Logic Apps via Code view
Deployment steps
You can click the "Deploy to Azure" button at the beginning of this document.
- Enter the Azure subscription / Resource group / Region
- Enter the Logic App name
- Enter the name / display name of Dynamics CRM connection
- Enter the name / display name of Azure Blob connection
- Enter the Azure storage account name
- Enter the Azure Storage account Access key
- Click 'I agree to the terms and conditions stated above'
- Click Purchase
Usage
Once the deployment is completed, you can perform below steps to test your Logic App:
- Open the Logic App -> API Connections
- Open CRM API connection -> Click Authorize and save
- Run the Logic App and validate the attachments from CRM to Azure Blob
- Open Logic App in Code View -> find the text 'CRMORGUNIQUENAME_TOBE_REPLACED' and replace it with your CRM organization unique name
- Make sure the the CRM org unique name is having correct extension based on region. (Ex: NA its crm , Australia its crm6 and so on)
- Recurrence: Change the recurrence schedule of Logic App as per your requirement to make it schedule job
- Note: By default, Logic App moves top 2 attachment records ("$top": 2) to Azure Blob. Please update the Logic App in code view with the number you wanted
Important:
If you have Attachment Management solution installed from AppSource, please disable the RetrieveMultiple / Update plugin steps on Note & ActivityMimeAttachment entities to avoid any performance issues.