• Release History
  • Documentation
  • Back to www.mscrm-addons.com
  • Release History
  • Documentation
  • Back to www.mscrm-addons.com
home/Knowledge Base/AttachmentExtractor (AE)/AttachmentExtractor Online Service Configuration

AttachmentExtractor Online Service Configuration

5183 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.

Was this helpful?

3 Yes  1 No
Related Articles
  • AttachmentExtractor: Best practices for  Dynamics 365 on-premises to online migration projects 
  • Impact of AttachmentExtractor on AI capabilities in Microsoft Dynamics 365 
  • AttachmentExtractor: Progress, Statistics and Service Logs 
  • AttachmentExtractor Offboarding
  • The AttachmentExtractor Online Service Configuration (Modern UI)
  • Limiting access to SharePoint for custom app access using Sites.Selected
Latest Articles
  • Document Generation via Copilot in Dynamics 365 Sales using DocumentsCorePack
  • DocumentsCorePack: Best practices for Dynamics 365 on-premises to online migration projects
  • Multilingual Support in DocumentsCorePack
  • Recap: ColorCloud 2025
  • Configure DocumentsCorePack within custom pages
Popular Articles
  • DocumentsCorePack Template Designer – Getting Started
  • Step-by-Step: How to configure a One-Click-Action
  • Application Access for Dynamics 365
  • How to find your environment’s unique name in Microsoft Dynamics 365
  • How licenses are counted
Top Rated Articles
  • “Undefined”-labels in Chrome and Edge 114 and higher
  • Important information for Dynamics 365 online customers using DocumentsCorePack and/or AttachmentExtractor
  • How to activate the DocumentsCorePack Connector for PowerApps & Microsoft Flow
  • How licenses are counted
  • How to insert Condition Fields in DocumentsCorePack Templates designer
Categories
  • *News and General Infos* 62
  • Webinars 45
  • Template Designer(DCP 196
  • DocumentsCorePack(DCP 251
  • TelephoneIntegration (TI 65
  • AttachmentExtractor (AE 72
  • PowerSearch (PS 50
  • ActivityTools (AT 61
  • SmartBar (SB 54
  • GroupCalendar (GC 47
Our Vision

“We see it as our purpose to provide products that simplify and speed up our customers’ Microsoft Dynamics 365 experience.”

Knowledgebase
LogIn
mscrm-addons.com
  • Products
  • Online Shop
  • Downloads
  • My Account
About Us
  • About Us
  • Case Studies
  • Newsletter
  • Partner Program
  • Contact
Support
  • Support
  • Terms & Conditions
  • Documentation
  • Webinars
  • Legal Documents
  • Impressum
  • © 2022 www.mscrm-addons.com. All Rights Reserved.