How to set up an email content service

Please note: Starting 2023, Microsoft changed the way capacity consumed by email-content is counted. Legacy content no longer counts towards data capacity impacting the potential savings. Learn more

Here you can find a step by step description for how to set up an email content service for AttachmentExtractor. 

Setting up an email content service 

Step 1: After starting a free trial and logging in, you will be directed to the AttachmentExtractor service configuration.  Here, add a new ❶ AttachmentExtractor service. 

Step 2: Select the ❶ Connection Type and enter the ❷ Dynamics 365 URL. Click the ❸ Retrieve Organization button. 

Step 3: A Login is required. 

Step 4: Your organization is shown. Press Continue. 

Step 5: The Service Configuration tab is displayed. Select Set up SharePoint. The following window is shown. Select your connection type and then press Setup Connection. 

Step 6: After logging in again, you will see who you are connected as.  

Step 7: Select the Extraction mode ❶ Email content. 

Step 8: This following window will appear. Please read the warning carefully, check the corresponding checkbox, and extract the files by clicking the ❶ Extract button. 

Step 9: Enter an Azure Blob Shared Access Signature (SAS) and configure how old emails should be before being extracted.

Under Advanced Settings, further settings can be configured for the email content service.

1. Enable Debugging: When enabled, generates debug logs during the extraction process. Log files will be available as soon as the service is saved.  
2. Stop service on single item error: When enabled, the service will stop if an error occurs with a single item.  
3. Single Item Error Threshold: The service will stop after a specified number of single item errors.  
4. Add markup to filenames for extracted files: This option is activated by default. Please note that disabling will remove any visible indicator to an extracted attachment.  
5. Blacklist / Whitelist: Specify if a blacklist or whitelist should be used and select the entities to be added. Entities on the blacklist will not be extracted. Entities on the whitelist will be extracted.  
6. Notify service changes immediately: To avoid false positives, we send out emails after 30 minutes if there is still an issue with the service. Select this option to receive an email immediately instead.  
7. Static time range start: Set the start of the time range.  
8. Static time range end: Set the end of the time range.  
9. Activity Party Cleanup: This feature cleans up links of activity parties (To, From, CC, ect.) by changing any associated email addresses to the next higher available entity type in accordance to the established field hierarchy. Enabling this setting will
10. Field Hierarchy: The field hierarchy that Activity Party Cleanup will follow. An activity party will be set in the following order (from lowest to highest):
    • Lead
    • Contact
    • Account
    • System User
    • Queue
11. Full Body Extract: Extracts the content of an email (email body), leaving only a placeholder behind.  This placeholder contains the original content of the email as text.
12. Only fully extract e-mail bodies older than: Set the time in which email bodies should be extracted
13. Extract Note Description: Moves descriptions of notes to an Azure Blob Storage.
14. Skip solution import: If this option is enabled, the setup will assume that you have already imported all solutions that are necessary to create a service and skip the import process. Please note that if a particular solution is missing, the creation of the new service will fail.  
15. Synchronous solution import: When enabled, the setup will try to import the solutions synchronously.  
16. Skip role assignment: When enabled, role assignment will be skipped. Please note that in doing so, a custom role covering the required rights must be created, or the security roles must be manually assigned. Otherwise, users will not have the permissions to use AttachmentExtractor.

Note: An SAS can be created with Microsoft Azure Storage Explorer. AttachmentExtractor requires read/add/create/write/delete access on the container. Please take a note of the set token expiration time for a timely refresh, when required. For more information, please see here.

Step 10: After configuring the service, click Create Service on the bottom of the Service Configuration. This may last a minute. 

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