Configure Azure Blob Storage

Azure Blob Storage Integration for WhatsApp Media

The Azure Blob Storage integration in WhatsApp4Dynamics allows you to offload media files from Dynamics 365 CRM to your Azure environment. This includes attachments like images, videos, and documents shared during WhatsApp conversations. By storing media externally, you reduce CRM storage consumption, improve system performance, and gain better control over file access and management.

Prerequisites

Before configuring Azure Blob Storage:

• You must have an active Storage Account in your Microsoft Azure portal.

• Ensure that anonymous access for blob containers is enabled, if required for your use case.

How to configure Azure Blob Storage in WhatsApp4Dynamics

1. Open the WhatsApp4Dynamics app in your Dynamics 365 environment.

2. Navigate to Configurations > WhatsApp Preferences.

3. In the Storage Platform section, open the dropdown and select Azure Blob Storage.

1. Enter the required Azure Blob Storage details:

• Storage Access Key

• Storage Account Name

• Container Name

1. Click Save and Validate to complete the configuration.

How to retrieve Azure storage details

Get your Storage Access Key:

1. Log in to the Azure Portal.

2. Go to your Storage Account.

3. Navigate to Security + Networking > Access keys.

1. Copy one of the access keys.

1. Paste it into the Storage Access Key field in WhatsApp4Dynamics.

Get your Storage Account Name:

1. In the Azure Portal, locate your Storage Account.

2. Copy the Storage Account Name.

1. Paste it into the corresponding field in WhatsApp4Dynamics.

Container Setup in Azure

• You can use your existing container or directly create a new container from WhatsApp4Dynamics.

• If you choose to use an existing container, make sure to enable the Allow Blob anonymous access setting in the Azure portal.

• If you want to create a container, please follow the steps mentioned below.

• Enter your desired Container Name in the WhatsApp4Dynamics configuration.

• Upon clicking Save and Validate, the system will automatically create the container in Azure (if it doesn’t already exist).

Enabling anonymous access for container creation

To create your own container with a specific anonymous access level, you must first enable the “Allow Blob anonymous access” setting in the Azure portal.

If you wish to allow specific anonymous access levels for containers:

1. In the Azure Portal, go to your Storage Account.

2. Navigate to Settings > Configuration.

3. Locate the setting Allow Blob anonymous access.

4. Set this option to Enabled.

5. After enabling, you can configure access levels during container creation.

• If the configuration is successfully validated, the Storage Media Status will change from Draft to Authenticated.

How to view stored media files

1. Send a media file (e.g., image, video, document) using the WhatsApp4Dynamics chat interface.

1. Log in to the Azure Portal and navigate to the configured container.

2. Open the folder named WhatsAppMedia.

1. All sent media files will be stored and accessible here.