Azure Blob Storage Connector in Dynamics 365 CRM

Learn how to configure Azure Blob Storage connector in your Dynamics 365 CRM / Dataverse (PowerApps) environment using Attach2Dynamics for a smart way to manage your documents/attachments and free up storage space.

Follow the steps given below to configure Azure Blob Storage connector:

Navigate to Attach2Dynamics app --> Connectors --> Click on New --> Fill in the following details.

  • Name: Give a name to the connector.

  • Connector Type: Choose Azure Blob Storage from the drop-down.

  • Default connector: If required, enable the checkbox to set Azure_1 as the default connector.

Azure Blob Storage Connector in Dynamics 365 CRM

Note: The user can add other storage accounts from Azure Blob Storage.

  • Now add the Storage Account Name and Password / Secret / Access Key. Next, Authenticate the credentials. And, your connector is ready to function.

Azure Blob Storage Connector in Dynamics 365 CRM

To get the Storage Account Name and Access Key for Azure Blob Storage, follow the below steps:

Azure Blob Storage Connector in Dynamics 365 CRM
  • Select your storage account and open it, look for Access Keys (as shown in the below screenshot), and get the Storage account name and Key from it.

Azure Blob Storage Connector in Dynamics 365 CRM
  • Once the Connector record is created, the connector credentials need to be authenticated. To authenticate the connector, click on the Authenticate button on the command bar.

Azure Blob Storage Connector in Dynamics 365 CRM
  • After clicking on the Authenticate button if the credentials are correct then you will get a Success message window.

Azure Blob Storage Connector in Dynamics 365 CRM
  • If Connector authentication fails, then the following error pop-up will appear.

Azure Blob Storage Connector in Dynamics 365 CRM

Note: This button is visible only to users with System Administration or Attach2Dynamics Administrator roles.

For Example: Let’s upload a few files and see how it works.

  • Navigate to a desired ‘Entity’ e.g. Contact Entity and click on the required Contact Record.

Azure Blob Storage Connector in Dynamics 365 CRM
  • Once the Record is opened then Click on Attach2Dynamics, as shown in the screenshot below.

Azure Blob Storage Connector in Dynamics 365 CRM
  • And Upload the files on Azure related to the respective contact.

Azure Blob Storage Connector in Dynamics 365 CRM
  • Here is a screenshot of the Azure portal that shows the uploads related to the contact.

Azure Blob Storage Connector in Dynamics 365 CRM

Last updated

Was this helpful?