/LAMoveCRMAttachmentsToBlob-API

Move Dynamics 365 CRM attachments (Notes / Email Activity Mime) to Azure Blob storage using Web API

MIT LicenseMIT

Move file attachments from Dynamics 365 to Azure Blob using Web API

Move Dynamics 365 Customer Engagement aka CRM Online attachments (Notes attachments / Email Activity Mime attachments) to Azure Blob storage using Azure Logic Apps.

These Logic Apps uses the below:

  • Uses Application user to connect to Dynamics CRM via Web API (For more information, please visit https://github.com/anilvem1/CrmWebApiOAuth)
  • Uses Azure Blob REST API to connect to Blob
  • No dependency on Logic App API connections
  • Applicable to Dynamics 365 CRM versions 8.2 and later

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

Pre requisites

  1. Valid Dynamics 365 CRM instance
  2. Valid Azure Subscription
  3. Valid Azure Storage Account & Blob

Deployment steps

You can click the "Deploy to Azure" button at the beginning of this document.

  • Enter the parameters as required

    • Subscription Tenant Id: Specify a valid Office365 subscription Tenant ID. Ex: 72f988bf-86f1-41af-91ab-2d7cd0xxxxxx
    • Crm Client Id: Specify a valid Azure AD app client ID to access CRM resource.
    • Crm Client Secret: Specify a valid Azure AD app client secret to access CRM resource.
    • Crm Org Domain Name: Specify a valid Dynamics CRM Online Org Domain Name Ex: contoso
    • Crm Org Version: Specify a valid Dynamics CRM Online Org Version Ex: 8.2, 9.0
    • Azure Storage Blob Container Url: Specify a valid azureStorageBlobContainerUrl. Ex: https://StorageAccountName.blob.core.windows.net/ContainerName/
    • Azure Storage SAS Key: Specify a valid storage account SAS key. Ex: ?sv=yyyy-mm-dd&ss=.....

  • Enter the parameter 'azureStorageBlobContainerUrl' with correct Blob name & container name

  • Enter the Azure Storage account SAS key (Please make sure its a valid SAS key)

  • Click 'I agree to the terms and conditions stated above'

  • Click Purchase

Usage

Once the Logic App deployment is completed, you can perform below steps to test your Logic App

  • Open Logic App in Code View
  • 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.