This functionality provides the possibility to store documents in Azure Blobstorage. There are two ways to achieve this. You can additionally store documents in blobstorage when creating an Automergeworkingitem or via a global setting, but in this case, documents will no longer get stored in Dynamics 365, solely in Blobstorage.
How to generate a SAS token by using Azure Storage Explorer
Either way a valid SAS token is needed. One way 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 on. Right Click on the container name and click on “Get Shared Access Signature”.
Figure 1: Get Shared Access Signature
- The shared Access signature opens. Choose a start and end date. Make sure you provide all the necessary permissions and click on create.
Figure 2: “Shared Access Signature”- menu
- This is the URL string you’ll need later on. Copy it.
Figure 3: Copy URL
- The complete URL should look like this.
Additional storing in Blobstorage
- If you want to additionally store documents in Blobstorage simply create a new Automergeworkingitem. You can do this via a workflow like in this example. For the basic information about how to setup a workflow in CRM look at this article.
- At some point in your workflow procedure an Automergeworkingitem is created. Follow the instructions as described in the above article and make sure that all the necessary fields are filled out: Name (1), AutoMergeAction (2), TemplateToExecute (3), PrimaryRecordUrl (4) and SaveAs (5).
Figure 4: AutomergeWorkingItem
- Go to “AttachToEntity” and paste the SAS token that was created into the Sharepoint-URL (1) field. Go to Direction (2) and change the value to “Entity To Blobstorage”. Save your changes.
Figure 5: Where to paste your SP-URL
Global Setting
- The second opportunity to save documents in Blobstorage is via a settingskey. For further information on how to manually create a settingskey please have a look at this article.
- Please Note: that in this case documents will no longer get stored in CRM but only in Blobstorage.
- Open your Dynamics 365 and go to Settings -> MSCRM-ADDONS -> Products -> AutoMerge. Create a new settingskey named “SaveDocToBlobStorage” for AutoMerge and paste the SAS token into the Value field of the key. That’s it.
Figure 6: Create a SettingsKey
Using the DCP-Dialog
When using the DocumentsCorePack dialog, make sure that CORS (Cross Origin Resource Sharing) is activated. You can activate CORS directly in Azure portal. For further information on this topic have a look here.
Figure 7: Activate CORS
That´s it! We appreciate your feedback! Please share your thoughts by sending an e-mail to support@mscrm-addons.com