Azure Blob Storage

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.

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.

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

  • 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.

  • 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.

  • After clicking on the Authenticate button if the credentials are correct then you will get a Success message window.

  • If Connector authentication fails, then the following error pop-up will appear.

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.

  • Once the Record is opened then Click on Attach2Dynamics, as shown in the screenshot below.

  • And Upload the files on Azure related to the respective contact.

  • Here is a screenshot of the Azure portal that shows the uploads related to the contact.

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