News.mscrm-addons.com Blog

SharePoint path limitation avoidance for AttachmentExtractor

Wed, 28 Mar 2018 14:03:14 GMT

SharePoint paths limitations are hard coded. The maximum path length is 260 characters. If that limit is exceeded, you get the SharePoint error 414. This article outlines how to avoid this error.

Minimum requirements: AttachmentExtractor v.124 or higher

mscrm-addons products offer several default ways to shorten SharePoint paths:

1) We provide you with a default shortening to a maximum of 30 characters + GUID for each folder name.
2) We provide you with a default shortening to a maximum of 128 characters for each file name.
3) ShortIDs: We create a 6-characters ID alternatively to the well-known 36 GUIDs of Microsoft Dynamics 365.
4) Use an alternative field for the generation of paths (e.g. instead of account name we can use a unique account number field).

Please note: Even though the creation of short paths is a very valuable feature, existing paths cannot be shortened anymore, unless very specific criteria are met. Manual interaction is always required.

How to activate a ShortID for AttachmentExtractor

1) First, you must activate ShortID for AttachmentExtractor. To do so, please follow the below path in order to get to the ShortID settings.

Please note: You must replace [YourServiceName] with your individual service name:

HKEY_LOCAL_MACHINE\SOFTWARE\PTM EDV-Systeme\AttachmentExtractorserver\Configurations\[YourServiceName]

2) Next, set UseShortID to true.

3) To define the cutting, you will have to create a new settingskey. If you have not created a settingskey yet, please have a look at this article.

Depending on which item you would like to customize, please enter the following settings:

For the maximum SharePoint folder name length:
SPMaxFolderLength: [number of characters that should remain]

For the maximum SharePoint file name length:
SPMaxFileLength: [number of characters that should remain]

For the minimum SharePoint file name length:

SPMinFileLength: [minimum number of characters that should remain]

Please note: The file extension is never cut!

For the SharePoint folder name attribute:

SPFolderNameAttribute: enittyschemaname;attributename|

For further information on how to correct SharePoint paths exceeding the limitations, please have a look at this blog article.

That's it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com!

How to upgrade your AttachmentExtractor Online Service license?

Wed, 12 Jul 2017 12:30:14 GMT

Our AttachmentExtractor (AE) Online Service Configuration allows users to configure AE easily online. For further information on how to configure AE Online, please have a look at our AE Online Configuration video.

The minute your AttachmentExtractor (AE) license is invalid, it is recommended to check your license status and to react properly. This article outlines

how to view the license state of your service and
how to upgrade your license online.

A) How to view the license state of your AttachmentExtractor Online Service?

1) Go to our website www.mscrm-addons.com and enter your credentials.

2) Once registered, click on the [My Account]-button in the right upper corner.

3) Now click on the my cloud services-section in order to get an overview on your subscriptions.

4) You are redirected to the window below, where you can select between DocumentsCorePack and AttachmentExtractor. After choosing AttachmentExtractor, please mark your service and click on the [View and Install License]-button.

5) The license information window appears. A red cross always signalizes that a license is invalid. There are numerous reasons for an invalid license.

In this example, the reason why, is that the user owns less site licenses than he actually needs. To overcome this issue, the user has to upgrade the license.

B) How to upgrade an AE Online license?

1) Please log in to your account on our website and open the Account Overview. Next, click on the [Modify package size]-button.

Figure 1: Modify your package

2) Now you are redirected to the UpgradeSubscription-section. Please click on the [Upgrade]-button in the right lower corner.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com!

AttachmentExtractor Online Service Configuration

Fri, 07 Jul 2017 14:50:36 GMT

We have all been there. Working with Microsoft Dynamics 365 (CRM) is really great, but sometimes, the data storage costs go through the roof. And yes, saving data in Microsoft Dynamics 365 can be cost-intensive. Consequently, we solved this problem by creating AttachmentExtractor.

This blog article outlines how easy it is to setup the AttachmentExtractor Online Service Configuration. Additionally please also find our video tutorial for AttachmentExtractor that shows how to start the AE Online Configuration, here.

The main advantages of the AttachmentExtractor Online Service are:
- There is no need for a local server anymore.
- All AttachmentExtractor features are available
- The configuration is easy
- The service is hosted and updated by our support team

Please follow the below step-by-step tutorial in order to start an AttachmentExtractor Online Service properly.

Step 1: Open the Online Configuration Service

One possible way to start a new AttachmentExtractor Online Service Configuration is via our website www.mscrm-addons.com. On our website, please navigate to Products, select AttachmentExtractor and then, click on the Configure Service button.

Figure 1: Open the Online Configuration Service

Next, login or register to mscrm-addons.com.

Figure 2: Login or register to mscrm-addons.com

The registration is quick and free. Once logged in, you will

- have access to all our free 14-days trial versions
- be able to request full support on all trial versions
- be allowed to purchase licenses
- receive our newsletter
- be able to upgrade free trial versions to licensed products

So – if you haven’t registered yet – it’s worth a try!

Step 2: The Online Configuration window

Once you have logged in, you will be provided with the Online Configuration window.

Please note: If you have already configured a service, you get an overview of your hosted service(s) ❶.

If there is no service configured, you can setup a service with a click on the [Add]-button ❷.

Figure 3: Online Configuration window

Figure 4: Create a new AE Service

As soon as your organization appears in the Available Organizations section ❶, click on the [Verify Connection & Save Profile]-button ❷.

Figure 6: Verify your connection and save your profile

Now the following window appears. It is important that you do not close this window or navigate away.

Figure 7: Verify connectivity and permissions

You are now back on the same window as before. This window supports you creating a new service.

Figure 8: Create new AttachmentExtractor Online Service

❶ Service Name
Please enter your service name here. But choose wise, because the name cannot be changed anymore!

AttachmentExtractor Instance
Please select on which instance the AttachmentExtractor Service should run. The instance with the highest bandwidth is automatically selected for you.

❷ SharePoint Integration
Please choose, if you would like to use the CRM integrated SharePoint or a specific SharePoint. If you want to use a specific SharePoint, you must enter a SharePoint path, which means you must enter a SharePoint URL that includes the library.

Storage Option for Entities without Document Management enabled
Entities without document management may be stored daily or weekly on a specific SP library. Else, you may decide which entities not to extract.

SharePoint Credentials
Please insert the credentials of a SharePoint user with administrative access to your configured SharePoint here.

❸ Extract
Using the drop-down menu of this option, allows you to decide what you would like to extract with AttachmentExtractor. Please select all options or only some of these options. The available options are:
           - Email Attachments
            - Note Attachments
            - Email Body
            - Note Body

Please note: This section also allows you to configure an email or note subfolder, where your extracted emails or notes will be saved.

❹ Data processing
Please specify if you only want to copy your attachments to SharePoint or if you want to extract them completely. Once extracted files will be replaced with a .url file which points to the extracted file on SharePoint. However, if you click on the [Extract – Replace data in CRM]-button, you will receive a warning. Please read it carefully, check the corresponding checkbox and select whether you want to copy or extract the files by clicking on the corresponding button.

Figure 9: AttachmentExtractor Service Setup Warning

❺ Minimum Attachment Size Filter
Please insert the minimum size a file should have in order to be extracted by your AttachmentExtractor Service here.

❻ Only extract attachments older than
If you only want to extract attachments older than a certain amount of time, you can specify this here.

❼ Show Advanced Options
A click on this button expands some options for the advanced configuration.

Please note: If you feel that the configuration so far satisfies your needs, you can save your service now with a click on the [Save Service]-button in the right lower corner and proceed with Step 6. But of course, the service can as well be configured on an advanced level, which can be done in the Advanced Configuration-section. This optional part of the configuration will be explained below.

Step 4: Set the Advanced Options (optional)

With a click on the [Show Advanced Options]-button, the settings of your new service can be refined.

Figure 10: Advanced Configuration Options

❶ Enable debugging
In case of any issues during the extraction, we would recommend you to enable debugging by selecting this option. The log files will be available for download as soon as the service is saved.

❷ Stop service on critical errors
If you select this option, the service will automatically stop if a critical error occurs. This option is activated by default.

❸ Create SharePoint attributes
Enabling this option will create SharePoint attributes for transferred files.

❹ New folder per
Please select if new folders should be created on a weekly or a daily basis here. This option only applies to CRM Integrated SharePoint.

❺ Blacklist or Whitelist
Please decide whether you would like to use a black- or a whitelist here. Entities on the blacklist will NOT be extracted, while entities on the whitelist will be extracted.

❻ Notify on service changes
Select this option in order to get an eMail every time there is a service change.

❼ Skip solution import
If you select this option, the setup will assume that you have already imported all solutions that are necessary for the creation of an AttachmentExtractor service. If any solution is missing, the creation of the new service will fail.

❽ Skip role assignment
If you select this option, you will either have to create a custom role covering the required rights or you will have to manually assign the security roles.

❾ Server Version
This field informs you about the current AttachmentExtractor version on your instance.

Step 5: Save your service
No matter how detailed you have configured your service, please click on the [Save Service]-button in the right lower corner in order to proceed.

Click on the [OK]-button in the window that appears now.

Figure 11: AttachmentExtractor Service Setup

Please note: Do not close the following window or navigate away as long as the serivce is saved. Instead, have a break and enjoy some coffee or tea.

Figure 12: Saving the service

Step 6: Service Configuration Completed

As soon as the service configuration is completed, you will be informed about the next steps you can take. Click on the License Status-option in order to check your license status. Please read the instructions carefully and click on the [OK]-button in order to proceed.

Figure 13: Service Configuration Completed

Step 7: Start your service

Congratulation! You have finished the configuration of your service. You are now redirected to the service configuration overview. Using the buttons at the end of the service overview, you can define which steps you would like to take next. Please find a brief description of the buttons below.

Figure 14: Configuration buttons

❶ The [Add service]-button
Simply click on the [Add]-button (+) in order to create a new AttachmentExtractor Service.

Please click on the [Configure Service]-button (monkey wrench) in order to modify the DocumentsCorePack Service settings. A double click on the service you would like to modify has the same effect.

❷ The [View & Install License]-button
Click this button in order to check your license state or to install a new license.

❸ The [View Service Logs]-button
A click on this button will provide you with an overview of the latest event log entries for your service. Double-click a certain row in order to see details.

❹ The [View Version Info]-button
Click this button in order to receive information on your CRM version and the AttachmentExtractor version.

❺ The [Play Service]-button
Click on this button in order to start your service.

❻ The [Stop Service]-button
Click on this button in order to stop your service.

❼ The [View Progress & history]-button
A click on this button will provide you with an overview of the extraction progress and failed extractions.

❽ The [Reset extraction]-button
Click on this button in order to reset all previous extractions.

❾The [Move Service]-button and
A click on this button enables yout to move the service to another instance.

❿The [Delete Service]-button
With a click on the Garbage bin, you have the possibility to delete a services.

Please note, that this step will delete the service configuration and the AttachmentExtractor Service, but it will NOT delete the CRM solutions referring to AttachmentExtractor. These solutions must be deleted manually.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

AttachmentExtractor Revert Button in ActivityToolsPluginExtension

Tue, 23 May 2017 16:22:12 GMT

This article outlines how to use the retrieve once extracted .url files with the AttachmentExtractor [Revert]-Button.

Requirements: AttachmentExtractor (for further information on AttachmentExtractor, click here)
ActivityToolsPluginExtension solution (learn more about this solution here)

Please note, that the [Revert]-button is only visible if you work with an e-Mail in draft mode and and if a .url file has been attached previously.

For example: Imagine, you have extracted an e-Mail attachment to, e.g. SharePoint via AttachmentExtractor a few weeks ago. Now imagine, you would like to forward this particular e-Mail with the previously extracted attachment. To do so, you will only have to press the [Revert]-Button (see figure 1) and you will be able to forward the e-Mail including all previously extracted files. Please note that all non-.url-files will be left untouched.

That's it! We appreciate your feedback! Please share your thoughts by sending an e-Mail to support@mscrm-addons.com.

SharePoint path limitation avoidance

Tue, 21 Feb 2017 16:18:08 GMT

SharePoint paths limitations are hard coded. The maximum path length is 260 characters. If that limit is exceeded, you get the SharePoint error 414. This article outlines how to avoid this error.

Minimum requirements: AttachmentExtractor v.124 and/or DocumentsCorePack v.167 or higher

mscrm-addons products offer several default ways to shorten SharePoint paths:

1) We provide you with a default shortening to a maximum of 30 characters + GUID for each folder name.

2) We provide you with a default shortening to a maximum of 30 characters + GUID for each file name.
3) ShortIDs: We create a 6-characters ID alternatively to the well-known 36 GUIDs of Microsoft Dynamics 365 (CRM).
4) Use an alternative field for the generation of paths. (e.g. instead of account name we can use a unique account number field)

Please note: Even though the creation of short paths is a very valuable feature, existing paths cannot be shortened anymore, unless very specific criteria are met. Manual interaction is always required.

How to activate a ShortID for AttachmentExtractor

1) First, you must activate ShortID for AttachmentExtractor. To do so, please follow the below path in order to get to the ShortID settings.
Please note, that you must replace [YourServiceName] with your individual service name:

HKEY_LOCAL_MACHINE\SOFTWARE\PTM EDV-Systeme\AttachmentExtractorserver\Configurations\[YourServiceName]

2) Next, set UseShortID to true.

3) To define the cutting, you will have to create a new settingskey. If you have not created a settingskey yet, please have a look at this article.

Depending on which item you would like to customize, please enter the following settings:

For the maximum SharePoint folder name length:
SPMaxFolderLength: [number of characters that should remain]

For the maximum SharePoint file name length:
SPMaxFileLength: [number of characters that should remain]

For the minimum SharePoint file name length:

SPMinFileLength: [minimum number of characters that should remain]
Please note: The file extension is never cut!

Let us pretend, the minimum filename length set is 77.

If the actual file length is, for example, 80, you will receive an error message.

For the SharePoint folder name attribute:

SPFolderNameAttribute: enittyschemaname;attributename|

How to activate a ShortID for DocumentsCorePack

Creating a ShortID for DocumentsCorePack is easier than creating one for AttachmentExtractor. Simply navigate to Settings > DocumentsCorePack in your Microsoft Dynamics 365 (CRM) application.

Here, please add/enable the following options:

Use short Documentation Logic:
This setting cuts SharePoint path automatically.

SharePoint folder maximum length:
This setting cuts SharePoint folder names that are longer than a certain amount of characters.

For further information on how to correct SharePoint paths exceeding the limitations, please have a look at this blog article.

That's it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com!

AttachmentExtractor SharePoint attributes

Wed, 01 Feb 2017 16:36:08 GMT

SharePoint attributes deliver additional information on the file origin based on CRM metadata. This article outlines the purpose of the different attributes.

Figure 1: SharePoint attributes

❶ Backlink to Microsoft Dynamics 365 (CRM)
This attribute backlinks to the original item in CRM from which the attachment (email or note) has been extracted previously.

❷ Entity GUID (note/email)
means the unique type GUID of the entity's origin.

❸ Entity type (note/email)
means the unique type name of the entity's origin.

The CSV lists mentioned in point 4 & 5 generally refer to metadata (GUID or text) in Microsoft Dynamics 365 (CRM).
Emails and annotations consist of both, GUID-, as well as text-fields.

❹ CSV GUID-list containing metadata regarding the recipient/owner
For EMAILS, the CSV GUID list contains the following attributes:

from

bcc
(subject*)

regardingobjectid

The list contains a list of EntityReferences to CRM records. This applies to the fields from, to, cc, bcc, regardingobjectid. *The field 'subject' is a text field.

If a field contains multiple values, those values are separated by a pipe symbol:

Example for EMAIL (please note the empty entry for bcc):

sender@mail.com;recipient1@mail.com|recipient2@mail.com;
ccrecipient@mail.com;;myemailsubject;regardingaccountname

{599FC5EE-345E-4505-9467-2F05B90E0A15}|contact;{57561E8A-E8D6-43B3-A212-BF9C173F56BF}|systemuser|
{7F9CB1CF-84B9-4B7F-A036-78F3388ED5D7}|systemuser;{E5B66E6C-02F8-4DD8-98E9-D06E4A46965A}|
systemuser;;;{157E2666-6EA2-41E2-9E32-31F17BB1EE7C}|account

❺ CSV text-list containing metadata regarding the recipient/owner
For NOTES, the CSV TEXT list contains the following attributes:

Subject
Filename
Filesize
Notetext
(objectid*)

The CSV Text list contains a list of references to annotations. This applies to the fields subject, filename, filesize, notetext. *The field 'objectid' is a GUID-field.

Example for a NOTE (please note the empty entry for notetext and Object ID):

subject;filename;filesize;;;

02_Quote; 02_Quote.pdf; 15447;;;

❻ Record type
This attribute provides you with information regarding the CRM record type.
Set on 'Yes', this attribute refers to an email or note body, set on 'No', it refers to an attachment.

❼ Entity date
Contains the entity's creation date.

That's it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com!

For ANNOTATIONS, the CSV GUID list contains the following attributes:
ObjectID

How to correct SharePoint paths exceeding the limitations (Advanced)

Tue, 31 Jan 2017 12:33:00 GMT

This article provides you with information on how to correct SharePoint paths exceeding the limitations. Please note, that this article is only considered to serve advanced Microsoft Dynamics users and only if you have received the SharePoint error 414 previously. The information provided here is connected to the SharePoint path limitation avoidance article, which can be found here.

How do I correct potentially exceeding paths?

Please check the existing library structure. This is required for EVERY record separately.
Please note: The path logic should be modified before fixing existing problems, as CRM might recreate the folder applying the old path logic again.

Scenario 1) The SharePoint library is empty (no files AND no folders)

a) Delete the SharePoint library

b) Next, please delete the document location in CRM

When the library is created anew, the updated path logic will apply.

Scenario 2) The SharePoint library contains items (files or folders)

Please note: Renaming any folders in SharePoint will break the AttachmentExtractor URL in CRM that points to those records. This makes the attachments inaccessible from within CRM!

a) Rename the SharePoint folder
Please note: You can only rename folders!

b) Update the document location in CRM

Please make sure, that the created path matches the nomenclature of the folder definition in your CRM. Otherwise, new folders will be generated, rendering the folder name change useless.

That's it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com!

How to avoid the browser security-check for *.url files in Microsoft Dynamics 365 (CRM)

Thu, 19 Jan 2017 13:13:46 GMT

This article outlines how to avoid the browser security-check for *.url files in MS Dyn CRM.

Requirements: ActivityToolsPluginExtension Solution (learn more about the solution and how to install it here)

Once the ActivityToolsPluginExtension solution is installed, you can open *.url files from within our feature and thus, avoid the browser security-check for *.url files in Microsoft Dynamics CRM (365). To do so, simply click on an *.url-file ❶ in our feature and the corresponding URL ❷ will open immediately.

Figure 1: Open an *.url-file

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com!

How do I edit eMails quick & easy in Microsoft Dynamics 365 (CRM)?

Thu, 19 Jan 2017 12:47:28 GMT

This article outlines how to use the free MSCRM-ADDONS WYSIWYG-Editor in order to edit eMails quick and easy in Microsoft Dynamics 365 (CRM).

Requirements: ActivityToolsPluginExtension Solution (learn more about the solution and how to install it here)

YOUR HUGE ADVANTAGE: Edit & customize eMails directly in Microsoft Dynamics 365 (CRM)

Once the ActivityToolsPluginExtension solution is installed, you can edit emails with a click on the [Open e-mail in dialog]-button.

Figure 1: Click on the [Open e-mail in dialog]-button

This action opens the WYSIWYG eMail editor, which allows you to customize your eMails in many different ways.

Figure 2: WYSIWYG eMail editor

The following overview displays the main customization possibilities.

Figure 3: Customization possiblities

❶ Select your Style here

❷ Bold, Italic, Underline, Strikethrough, Remove Font Style

❸ Font Size

❹ Font Family

❺ More Color/Recent Color

❻ Back and Forth

❼ Help

❽ Insert Link

❾ Insert Picture
There are two options to insert a picture:

Add an image link
(Place the image on a webserver to make it available for recipients)
Embedded image
(Please note that several email clients like MS Outlook do not support this functionality. For detailed information please check this article: http://stackoverflow.com/questions/6070196/what-is-data-uri-support-like-in-major-email-client-software)

The editor enables you to insert and manage tables as well:

Figure 4: Further customization possibilities (e.g. for tables)

❶ Insert a table (max. 12 x 10, min. 1 x 1) and select the style of the table here

❷ Click here in order to insert a horizontal rule

❸ Switch to the code view with a click on this button

❹ Unordered list/ordered list

❺ The Paragraph-section contains all commands that are explained under point 6

❻ Allign left, allign center, allign right, justify full, outdent, indent

❼ Line height

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com!

How do I add notes & attachments via drag & drop to Microsoft Dynamics 365 (CRM)?

Thu, 19 Jan 2017 12:24:20 GMT

This article outlines how to use the free MSCRM-ADDONS feature which allows you to add notes & attachments via drag & drop to Microsoft Dynamics 365 (CRM).

Requirements: ActivityToolsPluginExtension Solution (learn more about the solution and how to install it here)

YOUR HUGE ADVANTAGE: Save time by editing & adding attachments & notes quick and easy to Microsoft Dynamics 365 (CRM)

As soon as the ActivityToolsPluginExtension solution is installed, you can already benefit from our marvellous feature.

Figure 1: ActivityToolsPluginExtension added

From now on, you can rely on the following functionalities, which guarantee a smooth Microsoft Dynamics 365 (CRM) user experience:

- Native drag & drop functionality for attachments
- Simplified access to attachments via links
- Bulk delete of notes and attachments is possible
- Simply click on file name in order to download it

How to add attachments and notes quick and easy

There are two ways to add notes and attachments:

- via drag and drop from a fileshare
- with a click on the [Files]-button ❶

Figure 2: Edit notes and attachments

The feature provides you with the following information regarding attachments ❷:
- the filename
- the size

If you want to edit more than one attachment at a time, simply check the box next to the attachment(s) ❷.
In case you must delete an attachment, simply check the box and click on the [Garbage bin]-button ❸.

Figure 3: Attachment saved as note

Once you have saved an attachment, you will notice that it has been saved as a note.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com!

Advanced e-Mail handling and attachment management in Microsoft Dynamics 365 (CRM)

Thu, 19 Jan 2017 11:51:55 GMT

The solution enhances the handling of e-Mails, notes and attachments. This articles outlines how to import the solution and how to embed the features of the solution as webresource into a random entity.

Minimum requirement: Microsoft Dynamics CRM 2015, AttachmentExtractor and/or ActivityTools.

Depending on the CRM version and add-on you use, the solution must be downloaded in different ways.
Please find the solution for AttachmentExtractor here.
Please find the solution for ActivityTools here.

How the solution facilitates your user experience

Once you have embedded the solution, you can benefit from its functionalities:

Learn how to add notes and attachments via drag and drop in this article.
Find out how to edit e-Mails quick and easy in Microsoft Dynamics 365 (CRM) here.
And learn how to avoid the browser security check for *.url files in MS Dynamics 365 (CRM) in this article.

How to import the solutions

Please navigate to Microsoft Dynamics 365 (CRM) > Settings > Solutions and open 'Solutions' in order to import the solution.

Figure 1: Access the solutions

Next, please click on the [Import]-button in the Command bar of the All Solutions-section.

Figure 2: Click on the[Import]-button

Please import the solution with a click on the [Browse]-button.

Figure 3: Solution import

In the next window, click on [Import] in the right lower corner. The solution import starts. As soon it has finished you will be forwarded.

Figure 4: Click on the[Import]-button

Congratulations! You have successfully imported the ActivityToolsPluginExtension Solution. In the next chapter, you will learn how to embed the required webresource in order to benefit from the ActivityToolsPluginExtension features.

Figure 5: ActivityToolsPluginExtension added

How to embed the required webresource

Please follow this step-by-step tutorial in order to embed the required webresource into any given entity.
Please note, that it is necessary to select an entity with attachments and notes activated.

Step 1: Open the form editor
In order to do so, navigate to the entity you would like to embed ActivityToolsPluginExtension to and click on the [Form]-button ❶ in the CRM command bar. This action opens the form editor ❷ for (as in this example) the entity Account.

Figure 6: Open the form editor

Step 2: Add the webresource
Please switch to the Insert-tab ❶ and click on Webresource ❷ in order to look for an existing web resource.

Figure 7: Open the webresource

Next, look for the ptm_ActivityTools/Extension/AdvancedEMail.html webresource and name it properly. Please note: All fields marked with an * are mandatory.

Figure 8: Look for ptm_ActivityTools/Extension/AdvancedEMail.html

If you want to, you can customize your newly added webresource. To do so, switch to the Formatting-tab. Here, you can select the number of columns the control occupies, change the row layout (we reccomend to insert 8 rows), customize the scrolling settings and define if you want your future webresource to be framed or not. Once you have set all the details, please click on the [OK]-button.

Figure 9: Customize webresource

Step 3: Save and publish your changes
Drag and drop your newly created webresource to its future place ❶. Next, click on the [Save]-button ❷ and then publish your customizations with a click on the [Publish]-button ❸.

Figure 10: Save and publish your changes

Step 4: Navigate back to CRM and refresh the page with a click on F5.
Congrats! You have successfully embedded the webresource.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

Getting Started–Post AppSource Installation Steps on AttachmentExtractor

Wed, 30 Nov 2016 13:59:26 GMT

Thank you for deploying our MSCRM-ADDON AttachmentExtractor to your environment!

Still, there are a few brief steps that must be performed in order to finalize the setup.

1) Open the Getting Started Area
In your Dynamics 365 environment, navigate to the Getting Started Area
(Dynamics 365 > Settings > AttachmentExtractor)

2) Login and continue
Next, enter your email address into the provided form or login to the Getting Started Area with an
existing MSCRM-ADDONS user account.
The Email address will be used to provide you with technical information only.
Click on the [Continue]-button in order to proceed.

3) Now please configure your AttachmentExtractor trial version

> Setup a CRM connection profile & click on the [Retrieve Organization]-button.
> Create a new AttachmentExtractor Service

For further details on the Configuration, please watch our brief video on how to Get Started with AttachmentExtractor!

That’s it! Thank you very much for your time! We hope you enjoy AttachmentExtractor!

Please also take our survey & get 10 percent discount on your next purchase!

FAQ on AttachmentExtractor

Thu, 10 Nov 2016 12:23:06 GMT

This article provides you with a collection of frequently asked questions regarding AttachmentExtractor.

Should you be confronted with a certain issue regarding AttachmentExtractor, you might find the answer here.

If not, do not hesitate to contact our support via support@mscrm-addons.com.

1 What is AttachmentExtractor used for?

AttachmentExtractor was generated to extract attachments, notes or emails/email content safely from Dynamics 365 to locations like SharePoint or a file share.

This action saves a lot of time and money, because

a) you do not have to manually extract the files to a more economical location like SharePoint or a file share.

b) using AttachmentExtractor leads to a cost reduction, that can be easily checked:
While one GB/month of CRM Online storage costs 9,99 USD, one GB/month of SharePoint storage costs 0,2 USD. Just do the math!

2 Why aren’t my attachments being extracted?

This is one of the most common questions our support deals with. Besides, it is also the most difficult question to answer, because there is more than one possible reason for this issue.

Now, simply go through the below checklist. The solution for your issue might be only a click away.

Are your User Credentials correct? Did you double check them?

Do you use the right filetype? Did you select the correct one?

What about the file size? Did you select the smallest possible file size?

3 What do the different AttachmentExtractor buttons mean?

Please have a look at our AttachmentExtractor user guide. All the buttons and functionalities of AttachmentExtractor are explained there.

It is possible that the answer to your question is not listed above yet. In that case, do not hesitate to contact our support.

But of course, we will make sure that our AttachmentExtractor FAQs are updated on a regularly base.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com!

How to enable debugging for AttachmentExtractor

Fri, 26 Jun 2015 12:10:00 GMT

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Please note: this article applies to

CRM 2011, CRM 2013, CRM 2015/2016 and
Microsoft Dynamics 365

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This article provides you with a step-by-step instruction on how to enable debugging
for AttachmentExtractor in CRM 2011, 2013, 2015/2016 and MS Dynamics 365.

Step by Step instruction

There are two debugging processes for AttachmentExtractor: The configuration and the service process.

While AttachmentExtractor-configuration debugging is always running (saving a log-subfolder of the application's installation folder), the service part has to be activated.

Step 1:

To enable the debugging process for a specific service, you need to launch the ServiceManagement for AttachmentExtractor from the Start-Pane.

To do so, enter the term ServiceManagement in the Search field and press Enter.

Figure 1: Service Management for AttachmentExtractor

The AttachmentExtractor Management-window opens.

Please note: If the service for which you want to enable debugging is already running, you need to stop the service before you can change the configuration.

To do so, open the Active Services management-tab and click on the [Stop Service]-button.

Figure 2: Active Services management-tab > Stop Service

Step 2:

If there is no active service running, you can start the debugging process immediately. The AttachmentExtractor offers seperate debugging options
for each configured service.

To enable debugging for a specific service, you need to specifiy a logfile-path in the general section of the general tab
and enable debugging by checking the Activate Debugging checkbox.

Figure 3: Specify a logfile-path

Please note: In MS Dynamics 365, you will find the Activate-Debugging checkbox directly under the Logfile-path-drop down menu.

Step 3:

Once this is done, access the the log files.
To do so, please navigate to the installation path of AttachmentExtractor and send us the files in the log-folder with an error description to support@mscrm-addons.com

Example:

C:\Program Files (x86)\PTM EDV-Systeme GmbH\AttachmentExtractor for Microsoft Dynamics CRM 2013\log (for e.g. MS Dyn CRM 2013)
C:\Program Files (x86)\PTM EDV-Systeme GmbH\AttachmentExtractor for Microsoft Dynamics CRM 2015\log (for e.g. MS Dyn CRM 2015)

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

ActivityToolsPluginExtension solution for AttachmentExtractor

Sat, 04 Apr 2015 12:33:00 GMT

This article contains links to the ActivityToolsPluginExtension solution for AttachmentExtractor. Please select which Microsoft Dynamics application you use and download the corresponding solution.

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PLEASE NOTE THAT THE DOWNLOADED .ZIP FILES MUST BE EXTRACTED BEFORE YOU IMPORT THE FILES.

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For Microsoft Dynamics 365:
Please download the solution here.
Please do NOT import a solution if a higher version of it is already installed.

For Microsoft Dynamics CRM 2015/2016:
Please download this version.
The General solution version 2015.110 or higher is also required.
Please do NOT import a solution if a higher version of it is already installed.

For further information on the solution, please have a look at this article and have a look at this article if you would like to know more about the solutions' impact on AttachmentExtractor.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.