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home/Knowledge Base/AttachmentExtractor (AE)/Getting Started–Post AppSource Installation Steps on AttachmentExtractor

Getting Started–Post AppSource Installation Steps on AttachmentExtractor

384 views 0 Updated on June 26, 2023

Thank you for installing our MSCRM-Addons AttachmentExtractor into your environment! 

To finalize the setup, please see the steps below. 

1) Open the Get Started tab 

In your Dynamics 365 environment, navigate to the Get Started tab  
(Dynamics 365 > Settings > AttachmentExtractor) 

2) Log in and continue 

Next, click on Configure Service and click on Login on the following window that appears.   

attachmentextractor get started
Figure 1: The Attachment Extractor Get Started tab
login screen
Figure 2: Login screen

Then, enter your mscrm-addons.com username and password into the provided form.  
 

login screen
Figure 3: The Login screen

3) Configure your AttachmentExtractor service 

After logging in, you are now free to setup a CRM connection profile to create your AttachmentExtractor service. 

For further details on the configuration, please refer to our Documentation page on AttachmentExtractor. 

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

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