![]() Make sure that the start date is a few days in the past and your end date is far enough in the future. With the Shared Access Signature, you can specify the time range for access to the attachments. In the Storage Account blade, click on “Shared Access Signature” Shared Access Signature You will also need to generate a Shared Access Signature so Dynamics 365 will know where to store and retrieve the files. Create email attachment containerĬreate a container for notes as well. Give the container a name that reflects what it stores. ![]() Once the storage account is created, click on “+Container” to add a new container. You will need to configure 2 containers, one for notes and for email attachments. I would strongly suggest enabling secure transfer and try to ensure that your resource group location is in the same data center as your Dynamics 365 instance. Give the storage account a name and provide relevant details for the type of implementation. In Azure, highlight Storage Accounts and then choose “+Add”. As I had mentioned in the past, Azure provides a lot of extras and features to your Dynamics 365 system so it should almost be default that you deploy Azure with Dynamics 365. The first thing you will need to do is set up an Azure Storage account in Azure. ![]() ![]() ![]() If you have already set up the solution, you will need to first update it and then go here to see what you need to do to make it Portal friendly. The team at Microsoft Labs did not let this go unnoticed and created an updated version of the Attachment Management solution that not only addresses the Portal issue but also added a couple of other features to the solution.Įssentially, Microsoft sent me the following note just days after my original blog post:įor the rest of this post, I will assume that this might be your first time setting up the Attachment Management solution so I will start from the beginning. Mixing the Original Attachment Management and Dynamics 365 Portal I also uncovered an issue when using the Attachment Management solution with Dynamics 365 Portals. I recently wrote a couple of blogs regarding the Microsoft Dynamics 365 Attachment Management solution that highlighted the benefits of using Azure Blob storage to hold attachments. ![]()
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