This article provides information regarding the trial of the AttachmentExtractor for Dynamics 365.
How to start a trial
To get started, you will need to set up an AttachmentExtractor service that performs the extraction of content (note & email attachments or email content) from your Dataverse to an alternative storage location. Depending on your deployment type, you will need to:
- Dynamics 365 Online: Setup a service via the Online Service Configuration
- Dynamics 365 OnPremise: Download and Setup a new Service on local hardware
Note: Once the service is started, it will start to extract or copy content from your environment. Keep in mind that you can always undo the extraction by using the “revert extraction” option described below.
Trial limitations
During the trial, the service will be able to process 100 items per day. When the service has processed a total of 5000 items, the trial will end. In this time, you will be able to check the extraction service’s history and perform single item extractions.
Progress and History
The extraction service’s history can be checked under the Progress and History tab in the Online Service Configuration. There, you will be shown a detailed list of all processed items, including whether or not they have been successfully extracted.
Extraction Analysis and Single Item Extraction
Performing a single item extraction allows you to extract data from a specified record.
You can test this by navigating to the (1) Extraction Analysis tab. There, select (2) Single Item Extract and click on (3) Add Single Item Extract.
Note: Please make sure your service is running before performing a single item extraction.
By providing an email or entity record URL, the service will extract all attachments and/or content if the URL is of an email, or extract all attached notes if the URL is of an entity record.
To demonstrate an example, let’s assume we want to extract the attachments of the following email:
Open the email in your browser and copy its URL. After pasting the URL into the single item extraction prompt as shown in Figure 3, the extraction will begin. Once finished, it will be displayed as shown below.
Note: You can also check your records or external storage (SharePoint or Azure Blob) for the extracted content.
How to undo the trial (Revert Extraction)
You can always bring back extracted data into your system by clicking on the Revert Service button in the Online Service Configuration. Once reverted, all extracted data will be returned to your environment.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.