Azure Blob Storage Connector in Dynamics 365 CRM
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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.
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:
Open the URL: https://portal.azure.com/ and enter your Microsoft Azure Credentials.
Next, go to the storage account section.
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.
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.
For further queries, reach out to us at crm@inogic.com
