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EthanSmith
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Reduce CRM Database Storage

Did you know that up to 70 percent of the average CRM database consists of attachments? 

Thanks to AttachmentExtractor there is a simple way to reduce your CRM Data Storage. The tool copies files to either SharePoint or a FileShare and creates valuable space in your Microsoft Dynamics CRM data storage.

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  • SharePoint Integration

    Fully integrated to SharePoint, email attachments and notes can be automatically extracted to the correct document location. If a location is missing, our tool will create it for you.

  • Replication of Sensitive Documents

    The whitelist allows to e.g. copy all documents related to invoices or contracts to an alternative storage.

  • Cost Reduction 

    CRM-Online storage:
    9,99 USD per GB and month
    SharePoint storage:
    0,2 USD per GB and month!

  • Bring back Extracted Files from SharePoint

    If needed, previously extracted attachments can be brought back to CRM at any time (e.g. forwarding emails with attachments)

  • Archivation of Data

    AttachmentExtractor allows data storage based on datetime-values inside CRM (e.g. everything older than 2 years)

  • Indexation and Search Features

    In addition to attachments, emails and notes, contents can be replicated for indexing purposes.
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Configuration

The Service-Setup allows to define extraction parameters, storage locations (SharePoint or FileShare), storage options and the CRM-connection in one simple user-interface.



  • Scheduler

    Set up a scheudule for the service to perform tasks. E.g. extract only at the weekend or extract only from midnight to 5am in the morning.

  • Blacklist / Whitelist

    Set up the service to touch only emails related to certain entities (Whitelist) or block certain entities from being touched by the service

  • Extract Note and Email Content

    Besides documents, AttachmentExtractor can be configured to extract email or note content. This is useful for indexing and searching. 

  • Dynamic Save Locations

    With the option to choose save locations based on values of CRM attributes custom logic can be added to the extraction process.