# 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FBFDwBOfGfZ6azt26VLU5%2Fa2d-34.png?alt=media&#x26;token=9a9f9374-0634-40fa-8ea7-00ffb9264eb5" 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FhnTz20UJ978N5u8ybjC1%2Fa2d-35.png?alt=media&#x26;token=0c517642-67ee-4d94-8085-4afb17e6154a" 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M9QIdLyXlfdG4IRNmG5%2F-M9QIhfX-BNzbB63jZ3f%2FABS_1.png?alt=media&#x26;token=b84bc196-782f-4be8-9d9c-9f5b837bf349" 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M9QIdLyXlfdG4IRNmG5%2F-M9QIo_gFgGTh7PYtop4%2FABS_2.png?alt=media&#x26;token=9d0a68fb-6df4-4f51-894d-9aa10d3dfb65" 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FDBn6hxdkn4pWgvJCVisp%2Fa2d-38.png?alt=media&#x26;token=411ebbf7-b4ad-4af7-a95a-435c84f80175" 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FJbiRQ4oE4iGFDgQLBtfp%2Fa2d-39.png?alt=media&#x26;token=33f27a02-807d-4b77-8be6-a164422c7295" 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FMRkkWiG4qYFMgmfkWf9b%2Fa2d-40.png?alt=media&#x26;token=6b836be8-3e01-48a6-8ff7-90a7629f6739" 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FbGee1wx7TiHWXBDrhB4n%2Fa2d-41.png?alt=media&#x26;token=5a76ed6a-4d3a-4465-9b53-1374b88789d6" 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FQihpzC4Vpi5hwZCaMYz6%2Fa2d-42.png?alt=media&#x26;token=150309b1-3d71-4321-99fb-8a9a398f41ac" 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FGgV6RGPPaWWgVW42Db7F%2Fa2d-43.png?alt=media&#x26;token=bc93148a-1143-4fae-b390-c86b154f525e" 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FIssz4D8cEL6ZIEF0NlRJ%2Fa2d-44.png?alt=media&#x26;token=8356abff-e169-453c-a128-930d2a298bd3" 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 %}