# 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**](https://bit.ly/3KLIcGP) **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:

{% embed url="<https://youtu.be/zsltvlSVXUE>" %}

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.&#x20;
* **Default connector:** If required, enable the checkbox to set Azure\_1 as the default connector.

<figure><img src="/files/LnXGHuCNVguIxHMFR4JS" alt="Azure Blob Storage Connector in Dynamics 365 CRM"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note: The user can add other storage accounts from Azure Blob Storage.**
{% endhint %}

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

<figure><img src="/files/odCgtNBqZOf8fI3lKtfP" alt="Azure Blob Storage Connector in Dynamics 365 CRM"><figcaption></figcaption></figure>

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**.&#x20;
* Next, go to the storage account section.

<figure><img src="/files/-M9QIhfX-BNzbB63jZ3f" alt="Azure Blob Storage Connector in Dynamics 365 CRM"><figcaption></figcaption></figure>

* 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.

<figure><img src="/files/-M9QIo_gFgGTh7PYtop4" alt="Azure Blob Storage Connector in Dynamics 365 CRM"><figcaption></figcaption></figure>

* 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.&#x20;

<figure><img src="/files/IljAqMJwuA0OolTt1zL3" alt="Azure Blob Storage Connector in Dynamics 365 CRM"><figcaption></figcaption></figure>

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

<figure><img src="/files/r3b4sk0rV5ue7CvYHUy6" alt="Azure Blob Storage Connector in Dynamics 365 CRM"><figcaption></figcaption></figure>

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

<figure><img src="/files/kpuM4he6WkZ1z4b5Rwq5" alt="Azure Blob Storage Connector in Dynamics 365 CRM"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note:** This button is visible only to users with **System Administration** or **Attach2Dynamics Administrator** roles.
{% endhint %}

**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**.

<figure><img src="/files/5t7q09SIGj2iS9dBtmx0" alt="Azure Blob Storage Connector in Dynamics 365 CRM"><figcaption></figcaption></figure>

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

<figure><img src="/files/8brVLjpN4uwqdU7oahRX" alt="Azure Blob Storage Connector in Dynamics 365 CRM"><figcaption></figcaption></figure>

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

<figure><img src="/files/HtJRYTwaxP253ipHcBey" alt="Azure Blob Storage Connector in Dynamics 365 CRM"><figcaption></figcaption></figure>

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

<figure><img src="/files/swSGDdky9H913dBrvpjJ" alt="Azure Blob Storage Connector in Dynamics 365 CRM"><figcaption></figcaption></figure>

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}


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