This functionality offers the possibility to store the images attached to an e-mail in a blob. The big advantage is that the e-mail is solely sent as text, linked to the attachment in the blob storage. This can either be achieved by creating a new settings key in the CRM or by creating a Microsoft Word Property. For basic information on how to use DocumentsCorePack with e-mails have a look at this article first.
How to generate a SAS token by using Azure Storage Explorer
In both ways a valid SAS (Shared Access Signature) token is needed. One option to get a token is via the Azure Storage Explorer:
Open the application and navigate to the container where all the documents should be stored. Right-click on the container name and select the “Get Shared Access Signature” (highlighted in yellow).
Figure 1: Get Shared Access Signature
The “Get Shared Access Signature”-form opens. Choose a start and expiry date for the token.
Please Note: That once the token has expired the images in the e-mails will no longer be displayed. Therefore it is necessary to choose a date far in the future to avoid such issues.
Make sure you provide all the necessary permissions and click on create.
Figure 2: SAS expiry date and permissions
Copy the URL-string:
Figure 3: URL-string
How to create a settings key in your CRM?
For basic information on how to manually create a settings key please have a look at this article first.
All you need to do is create a new settings key named “ExportImagesToBlob” for “AutoMerge”. Simply copy & paste the SAS token into the value field of the key. Note that this is a global setting and applies to all e-mail templates.
How to create a Microsoft Word Property?
If you want this functionality to affect only certain templates just add a Microsoft Word Property.
- Open the template and switch to the File-tab in the Microsoft Word-CommandBar.
Figure 4: File-Tab
- Click in the Info-section for the Properties drop-down-menu ❶ and select Advanced Properties ❷.
Figure 5: Advanced Properties
- Insert the name “ExportImagesToBlob ” ❸ and value (your SAS token ❹) of the property into the corresponding field and click on the [OK]-button.
Figure 6: Name and Value of the Property
That´s it! We appreciate your feedback! Please share your thoughts by sending an e-mail to support@mscrm-addons.com