Migrate Dynamics 365 CRM Email Body Content

This feature allows you to migrate email body content, including messages, images, and gifs on the email body – from the CRM system to any cloud storage such as SharePoint, Dropbox, or Azure Blob Storage. Users can extract email content from the source system and transfer it to respective cloud storage in HTML format. This can help users save on storage space, and improve data management, accessibility, and overall efficiency.

The email content migration process ensures that all email content is accurately transferred while preserving essential information such as sender, recipient, date, and attachments.

Note:

• It is necessary to assign Attach2Dynamics Administrator/Attach2Dynamics User Security role to use real-time migration.

• The email content migration can be successfully performed only when an email is sent or received in Real-Time and not when it is kept in draft.

• Email content can be migrated from CRM only to one cloud-based solution, at one given point of time – be it as SharePoint, Dropbox, or Azure Blob Storage.

• In Entity Configuration, users need to choose between Yes/ No to ‘Allow Email Content Migration’ for every Connector.

Configure email body content by referring the below screenshot

Note:

• A single and comprised paragraph of plain text will be added below the HTML link in the message body to provide context for the message content.

• For Bulk Migration Jobs of Email Content, users simply need to choose For? as Email Body Content

Note:

• Then Schedule the migration for the desired Connector, Schedule the Date, and run it for the number of days, weeks, months, years, or add Custom Criteria.