FAQs

1) How can you move history attachments?

With the use of Attach2Dynamics feature called Bulk Migration job, you can move your historical notes/email/sales literature attachments.

2) How to enable file deletion?

To enable file deletion, you need to create Security Template with required actions.

3) We have done a sandbox copy of the production environment to a TEST env. and like to have the 'Attach2Dynamics' solution to work in this new instance. What do we need to do?

You need to delete the Inogic License Details record from your sandbox environment. After deleting the next step would be to activate the license.

To delete the Attach2Dynamics license follow the below steps:

Step 1: Navigate to Advanced Find.

Step 2: Select Inogic License Details in ‘Look for’ and click on Results button.

Step 3: Select the Attach2Dynamics record and delete it.

4) I get the following error while creating an anonymous link of file on Attach2Dynamics UI, how can I resolve this?

This error is due to insufficient permissions on SharePoint. So, you need enable some settings in SharePoint. For more details, please click here.

5) Is it possible to connect with multiple cloud storage?

Yes, you can connect with multiple cloud storage. For this, you have to create different connectors depending upon each cloud storage.

6) Why am I seeing the error "Path doesn't exist" or "The selected entity ‘contact’ is not enabled for SharePoint integration"?

Whenever you enable the SharePoint integration for the respective entity, the document locations get created in the CRM.

But sometimes, the document locations don’t create automatically even when we integrate the entity for SharePoint integration.

Confirm if you have enabled the Contact entity for SharePoint integration in the document management settings. If not, please follow the steps outlined below:

Navigate to Advanced Settings.

Navigate to Document Management > Document Management Settings

Select Contact and Click on Next button.

Click on Next.

Click on Finish.

Once you've completed the steps above, please try creating the entity configuration for the Contact entity again.

• If you have already followed the above steps, kindly confirm whether the Document Location has been created for the Contact entity by running an Advanced Find query, as shown in the screenshot below:

If the Document Location for the Contact entity has not been created, please manually create it for the Contact entity, as shown in the screenshot below:

Note: Please select the SharePoint site where the data needs to be migrated in the Parent Site or Location lookup field.

Alternatively, you can navigate to the Documents tab from the Contact Entity record form. You can follow the steps outlined below to create the document location for the Contact entity as well.

• Create a Contact record and select the Documents tab as shown in the below screenshot:

• Once we click on the Documents tab then the document location is created for that respective entity.

Once the Document Location is created, please proceed to create the entity configuration for the Contact entity by navigating to the Attach2Dynamics app.

Note: Kindly check if the Setting up SharePoint Document Management option is enabled for the Contact entity. Please refer the below screenshot:

7) After importing the solution of Attach2Dynamics from website all the Processes of Attach2Dynamics are in a 'Draft/Deactivated' state. What to do?

Once the solution is imported, please follow the below steps to activate all the processes of Attach2Dynamics.

• Click on the gear icon at the top right --> Select Advanced Settings.

• Then select Processes.

• From All Process View activate the process shown in the below screenshot.

8) What to do if I am unable to authenticate the connector?

In such situations, please ensure the credentials are correct and you have a Global administrator privileges and also are a SharePoint site owner.

9) I am getting an error pop-up stating ‘Unable to get Tokens’. What should I do?

Firstly, please check if the browser setting is to Enable the cookies. To know more please follow this link. If the solution still doesn’t work please then try to authenticate the connector once. If you are using Authentication mode as App then please make sure that you have selected the consent box while authenticating. Please follow this link to know about how to authenticate the connector.

10) What to do if I get ‘Active user count exceeds the user limit’ error?

This message is displayed when the number of the CRM user is increased beyond the subscribed users. If you get this issue then please reach out to us at [email protected] with the total user count. To get the total user count please execute the below condition in Advanced Find:

11) What to do if I am not able to see the Attach2Dynamics button?

Please make sure the user has Attach2Dynamics Admin / User security role assigned. To know more about the Attach2Dyamics security role please follow this link. Also, please make sure the Entity configuration record is created for the respective entity. To know more about entity configuration please follow this link.

12) Can Attach2Dynamics UI be shown on a Tab instead of clicking the Attach2Dynamics button?

Yes, Attach2Dynamics can be shown on a tab. To know more regarding the configuration please follow this link.

13) I cannot see Ribbon buttons on Connector entity post import of Attach2Dynamics solution. What to do?

Sometimes when you install a Managed solution it takes time for the ribbon buttons to appear. In such situations, please wait for some time and then you will be able to see the buttons.

14) I changed my Microsoft account password after which I started facing an issue while using Attach2Dynamics solution. What to do?

In order to solve this issue, you will have to delete the connection detail record of the user who is this getting error.

To delete the connection detail record of the user please follow the steps given below:

• Open Advanced Find from your CRM.

• In the Look for dropdown select Connection Details entity.

• Please add a condition as shown in the below screenshot:

• Click on Results.

• Select all the records of that user --> Click on Delete.

• Once the record is deleted, authenticate all the connectors and then hit the Attach2Dynamics button.

15) Is the versioning feature in Azure Blob storage supported in Attach2Dynamics?

Yes, Attach2Dynamics does support the versioning feature in Azure Blob Storage. However, for the versioning feature to work, the versioning needs to be enabled in the Azure Blob properties.

Kindly follow the below steps to enable the versioning feature in Azure Blob Storage:

• Navigate to https://portal.azure.com/

• Click on Storage Accounts.

• Select the Storage Account --> Click on Data Protection.

• Check the Enable versioning for blobs checkbox and click on the Save button.

After enabling the above property, the versioning functionality will start working just as shown in the below example:

• Navigate to Attach2Dynamics App --> Entity Configurations --> Open Account entity configuration -->Enable Override files --> Click on Save.

• Navigate to Sales Hub --> Accounts --> Open any account record --> Click on Attach2Dynamics button.

• Upload any file by clicking on the Upload button in Attach2Dynamics UI and then again upload the same file with the same name but different content.

• Now, navigate to the Azure Portal --> Storage Accounts --> Containers --> Account --> Open the Account for which you have uploaded the file in Attach2Dynamics UI.

• To check the previous versions, click on the file which you have uploaded (“Order Form.txt” in this case), and under the Versions tab, you will be able to see the previous versions.

• Also, you can select the previous version and click on the Download Version button to download the previous version files.

16) Is there a way to use Attach2Dynamics in offline mode?

Yes, you can use the Real-time sync feature of Attach2Dynamics to migrate uploaded documents to SharePoint in offline mode. Please follow this link to enable the offline mode. For attachment migration, you will need to configure the Entity configuration for the respective entity and set the attachment action as either Move or Copy. When the offline mode is enabled, the note attachment will not get migrated. Once the user connects back with the mobile data or Wi-Fi, the note attachment will get migrated to the SharePoint/Azure Blob/Dropbox.

Please follow the steps given below to achieve the offline capability for the Note attachment with the associated account entity.

• First, enable the offline mode in your CRM. Please follow this link for enabling the offline mode in your CRM.

• Once you have enabled the offline mode in your CRM, open the Dynamics 365 App on mobile --> Login with the credentials -->Navigate to Sales Hub -->Account.

• Open any account record -->Click on the + icon in the timeline of the account record.

• Select notes and add an attachment -->Click on Add note in the timeline and the note attachment will get added to the timeline.

Note: Entity configuration must be created for the Account entity and attachment action should be either Move or Copy.

• Once you connect back with your network connectivity, the note attachment which is added on the account record will get migrated to SharePoint and the link will get generated in the timeline.

17) How to fix the following error 'No reply address is registered for the application'?

This issue occurs when the Redirect URL has not been added in the redirect section of the Azure App as shown in the below image:

Please follow the below steps to add a redirect URL:

• Navigate to Azure App --> Click on Redirect URL.

• Click on Add a platform button --> Select Web.

• Add the Redirect URL.

Note: To identify the Redirect URL, kindly navigate to the Attach2Dynamics App-> Connectors-> Credentials tab and copy the redirect URL which is highlighted in the below screenshot:

• After adding the redirect URL, click on Configure button.

• Navigate to Attach2Dynamics App -> Connectors --> Authenticate the connector again.

To know more about this, kindly follow this link.

18) What is the difference between Attach2Dynamics and SharePoint Security Sync?

19) What are the advantages of using the Bulk Attachment Migration Tool?

In order to migrate historical data from the CRM to various cloud storage services. We've implemented two distinct options. The Bulk Migration Job and the Bulk Migration Tool.

With the Bulk Migration Job feature, you can move bulk attachments from CRM to SharePoint, Azure Blob Storage, and Dropbox. Whereas with the Bulk Migration tool, you can move bulk attachments from CRM to SharePoint, and Azure Blob Storage.

We have incorporated the Bulk Migration Job feature into our solution to facilitate the migration of historical data from the CRM to respective cloud storage. The Bulk Migration Job allowed us to migrate the data between specific time frame.

However, the Bulk Migration Job resides within CRM and is dependent on CRM resources, which may lead to extended migration durations.

To address the need for a faster migration process, we have developed the Bulk Migration Tool. This tool is a Windows tool, so it operates independently of CRM resources. Consequently, it can efficiently migrate large volumes of data within a significantly shorter timeframe.

The Bulk Migration Tool essentially replicates the functionality of the Bulk Migration Job but offers the advantage of speed.

To learn more about the bulk migration tool, click here.

Note: We recommend migrating history attachments in batches of 4 to 5 month period for optimal performance.

For any queries, reach out to us at [email protected]

20) How to identify the number of users in my CRM that will be considered for licensing?

Step 1: Login to CRM and open the Sales Hub App

Step 2: Click on the Advance Find Option present in the right top corner (shown below)

Step 3: In the search bar, search for “User” keyword. Select the User entity and click on the Continue button

Step 4: Once clicked, a side panel will show up containing default conditions. Clear the condition by selecting “Delete all Filters” and apply the below conditions in the filter section as shown below

a. Status Equal Enabled

b. Access mode Equal Read-Write

c. Restricted Access Mode Equal No

d. Primary Email address Does not Equal [email protected]

Step 5: Add a new related entity condition, where you will find the Security Role option under the Many to many sections as shown below.

Step 6: By default, contains data Operator will be selected which will retrieve only those users who have a security role assigned.

Delete the related entity field condition as shown in the screenshot below and then click on the Apply button to provide you with the list of respective users.