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home/Knowledge Base/AttachmentExtractor (AE)/AttachmentExtractor Online Service Configuration

AttachmentExtractor Online Service Configuration

5692 views 3 Updated on March 6, 2025

Microsoft Dynamics 365 offers great solutions as an advanced system, but the data storage costs for saving data in Microsoft Dynamics 365 can become quite costly. To address this problem, we created the AttachmentExtractor. Learn more about the AttachmentExtractor Online Service Configuration below. 

Prerequisite: Enable SharePoint integration in Dynamics 365

Please see our video tutorial and step-by-step description for AttachmentExtractor below, which shows how to start the AttachmentExtractor Online Configuration. 

Step-by-Step video:

Step-by-Step description:

Begin by logging in to www.mscrm-addons.com. Under your account, select Manage Services.

Selecting Manage Services
Figure 1: Selecting Manage Services

To configure a service, click the Add Service button and select the type of service you would like to create. In this case, select AttachmentExtractor.

The Add Service button
Figure 2: The Add Service button

In the following window, click the Retrieve Environments button.  This will bring up a prompt to sign in with the credentials of your environment.  Enter your credentials and proceed.

Retrieving the environment
Figure 3: Retrieving the environment
Signing in
Figure 4: Signing in

When prompted, accept the required permissions.

Accepting the permissions
Figure 5: Accepting the permissions

Once accepted, the environment’s URL should appear under Available Environments.  Click Connect to proceed.

Connecting with the environment
Figure 6: Connecting with the environment

The service’s settings can be altered or reviewed prior to creation.  After configuring these settings, click on Create Service to continue.

Configuring the service’s settings
Figure 7: Configuring the service’s settings

The setup process will then begin.  This process will take some time before finishing.

 The setup process begins
Figure 8: The setup process begins

Once finished, your service should appear in the service list.

The created service in the service list
Figure 9: The created service in the service list

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

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