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    Manufacturer: WORK 365

    Attachment Manager

    $199.00
    The WORK 365 Attachment Manager App optimizes your database space on Microsoft Dynamics 365 by relocating the attachment of email and notes to Azure storage.

    The WORK 365 Attachment Manager App is ideal for users who feel limited by costly database space in Dynamics 365. Attachment Manager saves money and reduces your Dynamics 365 data usage by storing attachments outside of CRM in Azure blob storage.

     

    A plugin within Attachment Manager facilitates automatic relocation of email attachments as soon as they are sent or received in Dynamics 365. Similarly, it facilitates automatic relocation for notes as soon as they are created. The attachment or note will then be replaced in Dynamics 365 with a .url extension and can be viewed by clicking on the file name. Additionally, you can manually run the workflow if you only want relocate selected cases.  

     

    With Attachment Manager, you are able to complete a roll back workflow for individual or bulk attachments, at any time.

     
    • Option to relocate existing email attachments and notes
    • Attachments and notes can be automatically extracted to the defined location
    • Option to retain attachments in Azure even after they are deleted from Dynamics 365
    • Ability to return attachments to Dynamics 365 from Azure blob storage
    • Ability to archive documents
    • Compatible with WORK 365 Workflow Scheduler
    • Attachments can be from any selected Entity

     

    Works with:

    Dynamics 365 Online

    Microsoft CRM 2011,2013 (Request Custom Build)

    Microsoft CRM 2015,2016

    Dynamics 365 Enterprise

    Q) Can Attachment Manager move attachments from tracked emails?

    A) Yes, Attachment manager can move attachments to Azure even for emails that are tracked from Outlook. 

    Q) Can we move the attachments back from Azure to CRM?

    A) Yes, we have built a feature to reverse the attachments from Azure to CRM using an on-demand workflow. (this feature is in Beta) 

    Q) How can I check if my attachments are moving to Azure?

    A) There are various options to check whether the attachments are moving over to Azure:

    1.        The attachment will be renamed with a suffix added as ".url". Click on this link to download the attachment.
    2.        Check for files directly by browsing in Azure Blob
    3.        Add "Attachment Manager" web resource to the entity form (refer user-guide for instructions). This will show list of all attachments that have been uploaded for that specific record.

     Q) What file types can be moved by Attachment Manager app?

    A) Attachment Manager app supports all file types. This can be configured in setting "Valid File Types" under attachment manager configuration settings. The default file types supported are: txt,doc,docx,xls,xlsx,jpg,jpeg,gif,png,bmp 

    Q) Can I search within attachments?

    A) There is no option to directly search through the text for attachments that have been moved to Azure. We would recommend configuring only those attachment file-types (in CRM Attachment Manager settings) that you don’t need searching on. 

    Q) I don’t want the small images like the ones which come with email signature to be moved to azure. Is it possible to restrict those?

    A) Yes, there is a setting called as "Minimum File Size (for transfer) in KB" which can be set to filter out small attachments. 

    Q) Can bigger attachments be moved to azure? What is the size limitation?

    A) By default the maximum attachment size limit in CRM is configured as 5MB. This is a CRM administration setting and can be modified. We do not have any size limitation for moving attachments to azure. 

    Q) We have a bulk deletion job that runs in background once a month and deletes all attachments older than 2 years. If our attachments have been moved to azure, how do we delete older attachments?

    A) There is a setting in configuration called as "Restrict Hard Delete (on Azure)". If this setting is set to "No" then whenever an attachment is deleted in CRM, the same will be deleted by Attachment Manager app in Azure. 

    Q) Is support covered under Annual subscription?

    A) Yes, subscription includes email based support. Further if detailed diagnosis is needed then need to purchase a technical support ticket. 

    Q) Can we upgrade to a higher version of the app?

    A) Yes, you can freely upgrade to any higher version of the app as long as the subscription is active.

    The subscription includes email based technical support.

    For additional support, a ticket needs to be purchased from store.

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    The WORK 365 Attachment Manager App is ideal for users who feel limited by costly database space in Dynamics 365. Attachment Manager saves money and reduces your Dynamics 365 data usage by storing attachments outside of CRM in Azure blob storage.

     

    A plugin within Attachment Manager facilitates automatic relocation of email attachments as soon as they are sent or received in Dynamics 365. Similarly, it facilitates automatic relocation for notes as soon as they are created. The attachment or note will then be replaced in Dynamics 365 with a .url extension and can be viewed by clicking on the file name. Additionally, you can manually run the workflow if you only want relocate selected cases.  

     

    With Attachment Manager, you are able to complete a roll back workflow for individual or bulk attachments, at any time.