Tag Archives: Attachments

How to Migrate Salesforce.com Attachments to Dynamics 365

useeeee 300x225 How to Migrate Salesforce.com Attachments to Dynamics 365

In order to migrate attachments from Salesforce to Dynamics CRM, we could use Kingswaysoft without writing any code through the Developer version.

Kingswaysoft has a premium Derived column tool available that decodes the Attachment encoded string from Salesforce.com and migrates it to Dynamics 365. The license needs to be obtained only to use the SSIS package in production as a scheduled job or through the command line tool.

The process is explained as below:

  1. Download the Kingswaysoft Productivity tools here.
  2. Once it is installed, reopen the Visual studio and the Premium tools should appear in the SSIS toolbox as below.

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  1. Drag and drop the Premium Derived Column to the DataFlow.
  2. Use the DecodeBase64 function and use the field where the attachment is stored. In the below case, it is the field Body from Salesforce.com.

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  1. Make sure the DataType is DT_Image, which will be automatically populated.
  2. Run the SSIS package after mapping the column with the documentbody field in Annotation entity in Dynamics 365.
  3. Verify by opening the document/pdf from the associated entity (example case or opportunity or quote). The PDF will open in CRM with the same contents as in Salesforce.com.

Voila! You’ve migrated your Salesforce.com attachments Dynamics 365!

Happy Dynamics 365’ing!

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Storage Considerations for Dynamics 365 Attachments

Attachments in Dynamics 365 generally consist of important Microsoft Office documents, image files, PDF files and other crucial files for your organization. What you may not know is that you can save money and reduce your Dynamics 365 data usage by storing your attachments outside of CRM. This post will let you know how to do just that and teach you how to change the size limit for any attachments you intend to store inside of CRM.

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An often overlooked feature of CRM is the ability to alter the file size limit for attachments. To do this navigate to System Settings and click on the Email tab. Here you will find a section called ‘Set file size limit for attachments’ in which you can set the maximum file size for attachments in kilobytes. The default size limit for attachments is 5120kB/5MB but can be increased to 32768Kb/32MB for older versions of CRM and 131072Kb/128MB for newer versions of CRM. This is great for any business that regularly deals with large attachments and needs to ensure that they can be stored in CRM.

Attachments are stored inside the CRM database and any extra storage is priced at a premium rate of $ 9.99 USD per GB while SharePoint is much cheaper at around $ 0.20 USD for every extra GB of storage. It is therefore important to consider moving your attachments from the CRM database into a document management and storage system such as SharePoint to save money. A good way to do this is by using the Attachment Extractor for Microsoft Dynamics 365 by mscrm-addons. This tool allows you to quickly extract your attachments to SharePoint and makes great use of the native Dynamics 365 SharePoint integration so you can easily attach and surface SharePoint documents from within CRM.

By following these tips your organization won’t have to pay escalating costs for additional data storage in order to continue making changes to CRM. Don’t forget that you can check how much space your CRM organization is using under the ‘Resources in Use’ section of the administration area. Monitoring this section is a great way to prevent your cloud storage limit from maxing out, so you can continue to make changes to CRM without issues.

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Working Around the “Record is Unavailable” Error to Update USD Customization File Attachments

pexels photo 29594 300x225 Working Around the “Record is Unavailable” Error to Update USD Customization File Attachments

If your Unified Service Desk (USD) application contains custom hosted controls that need to be downloaded to agent machines, you can find the steps needed to distribute those controls here. However, if you try to view or update your packaged zip file by clicking on the attachment on the Customization file record, you can sometimes get an error message that stops you, even if you have the appropriate security role, which will then not allow you to update USD Customization File Attachments.

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The workaround to get to your package is easy! Simply follow these steps:

1. Open Advanced Find.

2. Search for the file name of the packaged zip file in the Notes entity. In this particular case, the packaged zip file name was titled “USD 2.1.1.zip”.

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3. Open the Notes record.

4. Remove or update the packaged zip file as needed and save the Notes record.

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Mission accomplished! That’s all for the blog today. To learn more about USD, check out these free Webinars on Demand from PowerObjects:

Happy CRM’ing!

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Dynamics Attachments for Notes & Emails

In Microsoft Dynamics CRM Uploading more than one attachment to Notes or Emails is a one by one process, uploading one file at a time. Dynamics Attachments is a simple tool that facilitates the upload of many attachments with one click of a button. Dynamics Attachments can also zip the uploaded files and attach the ZIP file to an Email or Note.

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The four files are uploaded to Notes, grouped under one title and numbered as total number of uploaded files in the group.

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If the ZIP option is selected, the four files are saved to Note with the above entered file name.

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In the same way we can save the file as attachments to an Email.

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