Here you can find a step by step description for how to set up an email content service for AttachmentExtractor. You can easily get the Add-On from the Marketplace in Dynamics 365 (navigate to Settings > Solutions and then to the [Get solutions from Marketplace] – button) or from AppSource.
Open the service Configuration
Once installed, you will be asked to visit the “AttachmentExtractor Getting Started” – page. Please enter the user credentials you have registered on our website and hit the [Continue]-button in order to proceed. In case you are not registered on our website, please enter your email address below and a user account will be automatically created for you.
Alternatively, you can directly start the deployment via service configuration:
Figure 1: AttachmentExtractor Getting Started Page
Step 1: Once you have logged in, you will be provided to the “Online Configuration” – window.
❶ Choose the “AttachmentExtractor” – tab and please click on the
❷ [Add]-button to add a new service.
Figure 2: Create New AttachmentExtractor Service
Step 2: The “Create new AttachmentExtractor Service” – window opens up. Click on the [Connection Profile] – button (highlighted in yellow).
Figure 3: AttachmentExtractor Service
Step 3: The “Create CRM connection profile” – window opens up, where you can select your Microsoft Dynamics 365 type:
- Office 365
- IFD (hosted)
Select Server2Server as CRM type, enter your CRM URL and hit the ❶ [Retrieve Organizations]–button.
Figure 4: Verify Connection & Save Profile
Step 4: Next step is to log in with your credentials that should be used to connect the service with your Dynamics 365 instance. Dynamics 365 administrator privileges are required.
Figure 5: Log in with Administrator Account
Figure 6: Enter Password
Step 5: As soon as your organization appears in the ❶ “Available Organizations” – section, click on the ❷ [Verify Connection & Save Profile]-button.
Figure 7: Verify your Connection and save the profile
Step 6: The “Verify connectivity and permissions” – window is shown below. It is very important that you do not close this window or navigate away.
Figure 8: Verify connectivity permissions
Step 7: Now you are back at the “Create AttachmentExtractor Service” – window. There is the option “Extraction Mode”. Please set this mode to “Email content” (highlighted in yellow).
Figure 9: Email content
Step 8: Immediately this window pops up. Please read the warning carefully, check the corresponding checkbox and extract the files by clicking on the [Extract]-button (highlighted in yellow).
Figure 10: AttachmentExtractor online service warning
Step 9: The “Shared Access Signature” – field and the “Only extract attachments older than”–field (highlighted in yellow) are mandatory fields.
Figure 11: Shared Access section
The Shared Access Signature (SAS) can be created with the 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. More information about how to get the SAS for a blob container can be found in the corresponding Microsoft documentation.
Figure 12: Shared Access Signature key
Step 10: A setup information appears. Please press the [Ok]-button to continue.
Figure 13: AE setup information
Step 11: The set up will take time so please do not close this window or navigate away.
Figure 14: AE set up information
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to email@example.com