Dynamics 365 CRM Apps
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  • Attach2Dynamics
    • What's New!
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      • Install from Microsoft AppSource
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        • Upgrade Solution in Classic UI
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        • SharePoint
          • Grant Access to All Sites
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        • Dropbox
        • Azure Blob Storage
        • Additional Settings
      • Entity Configuration
        • Entity Configuration
        • Configuring Hierarchy Structure
      • IFRAME Configuration
    • Features
      • Drag & Drop Files and Folders to Cloud Storage
      • Upload
      • Download
      • Rename
      • Email
      • Copy Link
      • Create Folder
      • Drag & Drop Files To Folders Within Cloud Storage
      • Deep Search
      • Move/Copy Dynamics 365 CRM Attachments
      • Migrate Dynamics 365 CRM Email Body Content
      • Document Location
      • Access Control of the Action in Attach2Dynamics UI
      • Support for uploading files from Home Page
      • Delete
      • View Files
      • Open Folder
      • Thumbnail View and List View
      • Attach Files of Various Records Directly from the Email Form
      • Configure Email Description
      • Security Templates
      • Bulk Migration Job
      • Bulk Migration Job Status
      • Use Attach2Dynamics UI in IFRAME
      • Bulk Attachment Migration Tool
      • Drag and Drop Email and its Attachments from Outlook to cloud storage with Dynamics 365
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      • Configuring Hierarchy Structure
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      • Enable Cookies Setting
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  • Click2Clone
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      • Install from Microsoft AppSource
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          • Set up template
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          • Set up template
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          • Execute Workflow
    • Features
      • Clone single record
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      • Create multiple copies of a record
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      • Get Records
    • How-to Guides
      • How to migrate Templates from one environment to another
    • Uninstallation
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  • Click2Export
    • What’s New!
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      • Install from AppSource
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      • Activate License
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      • Enable SharePoint Integration
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    • Configuration
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        • SSRS Template
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  • DeDupeD
    • What's New!
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      • Merge Duplicates
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      • Clean Up History Duplicate Records in Bulk
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      • Add Map My Relationships control on the form
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    • Configuration
      • Connect to Mailchimp
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        • Sync Marketing List/Members - For Tags
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    • Features
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    • References
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      • Install from Microsoft AppSource
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      • Create a Facebook Business Manager Account
    • Configuration
      • Create Configuration
      • Messaging Platform
        • WhatsApp Business API
        • Create A Twilio Account(Sandbox):
      • Validate Configuration
      • Copy URL from Power Automate Flow
      • Configuring Record Types
      • Configuring Message Templates
      • Access Chat UI on CRM Records
        • Access Chat UI When “Regarding” of Chat Session Is Set
        • Access Chat UI When “To” of Chat Session Is Set
    • Features
      • WhatsApp Conversation Manager in Dynamics 365 CRM
      • Chat Notifications
      • Send Attachments
      • Message Template
      • Mapping CRM Records
      • Easy-To-Use Chat User Interface
      • Store Chat History in Chat Sessions
      • Trigger & Send Automate WhatsApp Messages
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  • TextSMS4Dynamics
    • What's New!
    • Installation
      • Install from Website
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      • License Activation
      • Set up Security
      • Set up a Team
      • Configuration Privileges
    • Prerequisites
      • Create A Twilio Account (Sandbox)
    • Configuration
      • Configuring TextSMS4Dynamics
      • Create A Twilio Account(Sandbox):
      • Copy URL from Power Automate Flow
      • Validate Configuration
      • Copy the Callback URL from Configuration
      • Configuring Record Types
      • Configuring Message Templates
      • Access Message UI on CRM Records
        • Access Messaging UI When “Regarding” of Messaging Session Is Set
        • Access Messaging UI When “Customer” of Messaging Session Is Set
          • Approach 1 (Adding a Tab)
          • Approach 2 (Without Adding Tab)
    • Features
      • Message Conversation Manager in CRM
      • Message Notification
      • Mapping CRM Records
      • Easy-To-Use Messaging User Interface
      • Reassign Chat
      • Store Message History in Message Sessions
      • Trigger & Send Automate Messages
      • Message Template
    • FAQs
  • LiveChat4Dynamics
    • What's New!
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      • Install from Website
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      • License Activation
      • Set up Security
      • Set up a Team
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    • Configuration
      • Configuring Azure Details
      • Register Resource Provider
      • Add Contributor Role
      • Configuring LiveChat4Dynamics
      • Provide Power Automate URL
      • Validate Configuration
      • Configuring Record Types
      • Configuring Message Templates
    • Features
      • Instant Chatting for Website Visitors
      • Instant Notification within CRM
      • Reassign Chat
      • Create CRM Record from LiveChat (OOB or any Custom Entity)
      • Track Conversation History within CRM
    • FAQs
  • Translate4Dynamics
    • What's New!
    • Installation
      • Install from Microsoft AppSource
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      • License Activation
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On this page
  • 1) How can you move history attachments?
  • 2) How to enable file deletion?
  • 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?
  • 4) I get the following error while creating an anonymous link of file on Attach2Dynamics UI, how can I resolve this?
  • 5) Is it possible to connect with multiple cloud storage?
  • 6) After importing the solution of Attach2Dynamics from website all the Processes of Attach2Dynamics are in a 'Draft/Deactivated' state. What to do?
  • 7) What to do if I am unable to authenticate the connector?
  • 8) I am getting an error pop-up stating ‘Unable to get Tokens’. What should I do?
  • 9) What to do if I get ‘Active user count exceeds the user limit’ error?
  • 10) What to do if I am not able to see the Attach2Dynamics button?
  • 11) Can Attach2Dynamics UI be shown on a Tab instead of clicking the Attach2Dynamics button?
  • 12) I cannot see Ribbon buttons on Connector entity post import of Attach2Dynamics solution. What to do?
  • 13) I changed my Microsoft account password after which I started facing an issue while using Attach2Dynamics solution. What to do?
  • 14) Is the versioning feature in Azure Blob storage supported in Attach2Dynamics?
  • 15) Is there a way to use Attach2Dynamics in offline mode?
  • 16) How to fix the following error 'No reply address is registered for the application'?
  • 17) What is the difference between Attach2Dynamics and SharePoint Security Sync?
  • 18) What are the advantages of using the Bulk Attachment Migration Tool?
  • 19) How to identify the number of users in my CRM that will be considered for licensing?

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  1. Attach2Dynamics

FAQs

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Last updated 15 days ago

Was this helpful?

1) How can you move history attachments?

With the use of Attach2Dynamics feature called 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 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 .

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?

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) 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.

7) 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.

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

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

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

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

12) 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.

13) 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.

14) 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:

  • 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.

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

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

  • 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.

16) 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.

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

18) 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.

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

19) 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 crmoln2@microsoft.com

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.

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

Firstly, please check if the browser setting is to Enable the cookies. To know more please follow this . 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 to know about how to authenticate the connector.

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 with the total user count. To get the total user count please execute the below condition in Advanced Find:

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

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

Navigate to

Yes, you can use the Real-time sync feature of Attach2Dynamics to migrate uploaded documents to SharePoint in offline mode. Please follow this 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.

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

To know more about this, kindly follow this .

To learn more about the bulk migration tool, .

For any queries, reach out to us at

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