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home/Knowledge Base/AttachmentExtractor (AE)

How to set up an email content service

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Written by Klaudia Ogris
May 13, 2020

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:

    • Server2Server
    • Office 365
    • AppAccess
    • 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 support@mscrm-addons.com

 

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