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home/Knowledge Base/AttachmentExtractor (AE)/Delete files on SharePoint, when the owning attachment in CRM is deleted

Delete files on SharePoint, when the owning attachment in CRM is deleted

753 views 1 Updated on November 25, 2024

With the European Union’s GDPR regulations in mind, AttachmentExtractor has a new functionality to enhance data privacy and compliance. You can enable AttachmentExtractor to track and delete extracted items associated with Dynamics 365 (D365) records. This update allows for the automatic removal of files in SharePoint and Azure Blob that were previously moved by AttachmentExtractor, should the D365 note or email containing the link to that file be deleted. 

Prerequisite: AttachmentExtractor Online Service or on-Premise version 2017.5 and later. 

Please Note: Deletion tracking is disabled by default. Follow these steps to enable it. 

IMPORTANT: Please DO NOT copy a Dynamics 365/Dataverse instance with those settings enabled (e.g. UAT to PROD). This could lead to complete loss of extracted data. 

Enabling Item Deletion 

To enable item deletion the following settingskeys must be created within your environment (see How to create a settingskey for more information):  

  1. Enable the plugin/workflow:
    1. Keyname: “EnableCascadeDelete“  
    2. Value: true
  2. Prevent D365 item deletion if the plugin fails to delete the referenced element on SharePoint or Azure Blob.
    1. Keyname:  “ThrowOnCascadeDeleteFailure“
    2. Set “Value: true” if you want to prevent D365 item deletion if the plugin fails to delete the linked file(s) in SharePoint. This setting ensures all linked files are removed from SharePoint before the D365 item is deleted.
    3. Set “Value: false” to allow the D365 item to be deleted, even if the plugin fails to remove linked files in SharePoint or Azure Blob. 

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

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