Couchiman / LAMoveCRMAttachmentsToBlob

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

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

Note: If CRM version is 9.0 and later, please do the below

• After successful deployment, open Logic App (LA-MoveCRMEmail-AttachmentsToBlob) Code view
• Replace the text 'json(items('For_each')?['attachmentid'])' with this value 'items('For_each')?['attachmentid']'
• Save Logic App defintion

Move CRM Email Attachments By CreatedOn to Azure Blob

Note: If CRM version is 9.0 and later, please do the below

• After successful deployment, open Logic App (LA-MoveCRMEmailByDate-AttachmentsToBlob) Code view
• Replace the text 'json(items('For_each')?['attachmentid'])' with this value 'items('For_each')?['attachmentid']'
• Save Logic App defintion

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 Logic App 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.