{"id":14298,"date":"2019-02-02T09:22:33","date_gmt":"2019-02-02T09:22:33","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?page_id=14298"},"modified":"2020-01-14T10:38:03","modified_gmt":"2020-01-14T10:38:03","slug":"configure-connectors-sharepoint-dropbox-perform-actions-files-folder-dynamics-365-crm","status":"publish","type":"page","link":"https:\/\/www.inogic.com\/blog\/attach2dynamics-infocentre\/configure-connectors-sharepoint-dropbox-perform-actions-files-folder-dynamics-365-crm\/","title":{"rendered":"Configure Connectors like SharePoint, Dropbox and Azure Blob Storage to perform various actions on files and folders from within Dynamics 365 CRM"},"content":{"rendered":"<p style=\"text-align: justify;\">Drag &amp; Drop and Uploading\/Downloading files\/folders from within Dynamics 365 CRM to SharePoint, Dropbox and Azure Blob Storage is no longer a distant reality. Yes! Now perform these impossible actions using <strong>Attach2Dynamics<\/strong>, the one-stop solution for document management. Using Attach2Dynamics, you have a vast range of features to select from like Move\/Copy Notes\/Email\/Sales Literature Attachments, Copy Links, Deep Search, Rename, and so forth on cloud storages of choice. Attach2Dynamics reduces the number of clicks considerably and makes Dynamics 365 CRM even more efficient.<\/p>\n<p>To start using Attach2Dynamics, you have to configure Connectors and Entity Configuration Entity. In Attach2Dynamics, you can configure multiple connectors for all three cloud storages. For example, for SharePoint you can create SharePoint_1, SharePoint_2, SharePoint_3, and so on. Similarly multiple connectors can also be created for Dropbox and Azure Blob Storage.<\/p>\n<p>Below are the steps for the same:<\/p>\n<h2><strong>Configure Connectors<\/strong><\/h2>\n<p>Steps to configure the Connectors &#8211; SharePoint, Dropbox and Azure Blob Storage.<\/p>\n<p>Navigate to <strong>Attach2Dynamics <\/strong>and then click <strong>Connectors <\/strong> Next, click <strong>New<\/strong> to create a new <strong>Connector<\/strong>.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-14299\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/02\/1Configure-Connectors-1.png\" alt=\"Configure Connectors\" width=\"1085\" height=\"408\" \/><\/p>\n<p><strong>Configuring SharePoint Connector<\/strong><\/p>\n<ul>\n<li><strong>Name: <\/strong>Give name to the connector<\/li>\n<li><strong>Connector Type<\/strong>: Choose <strong>SharePoint<\/strong> from the drop-down<\/li>\n<li><strong>Default Connector:<\/strong> If required, enable the checkbox to set SharePoint_1 as default connector<br \/>\n<strong>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0<\/strong><\/li>\n<li><strong>SharePoint Site: <\/strong>This is valid only for SharePoint. It is the location of SharePoint, where files and folders will be stored. Select the valid SharePoint site here. This field is not visible for Dropbox and Azure Blob Storage.<\/li>\n<\/ul>\n<p style=\"padding-left: 80px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-19703\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-UI-Multi-6-Copy.png\" alt=\"\" width=\"707\" height=\"500\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-UI-Multi-6-Copy.png 707w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-UI-Multi-6-Copy-300x212.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-UI-Multi-6-Copy-660x467.png 660w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-UI-Multi-6-Copy-200x140.png 200w\" sizes=\"(max-width: 707px) 100vw, 707px\" \/><\/p>\n<p style=\"padding-left: 40px;\"><strong><em>Note: The user has to create new SharePoint site for each new connector. <\/em><\/strong><\/p>\n<ul>\n<li><strong>Auth-Type: <\/strong>You can select the value \u2018<strong>App\u2019<\/strong> or \u2018<strong>Credential\u2019<\/strong> here. This indicates whether Authentication with the connector is done through App or Credential.<\/li>\n<\/ul>\n<p>For <strong>SharePoint<\/strong> both <strong>App<\/strong> and <strong>Credential<\/strong> are supported.<\/p>\n<p>For <strong>Dropbox<\/strong> only <strong>App<\/strong> is valid.<\/p>\n<p>For <strong>Azure Blob Storage <\/strong>only<strong> Credential <\/strong>is valid.<\/p>\n<p style=\"padding-left: 120px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-19704\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Sharepoint-1.png\" alt=\"\" width=\"630\" height=\"496\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Sharepoint-1.png 630w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Sharepoint-1-300x236.png 300w\" sizes=\"(max-width: 630px) 100vw, 630px\" \/><\/p>\n<ul>\n<li><strong>Credentials: <\/strong>It is mandatory to enter credentials in order to create a new Connector. Enter value for <strong>Id<\/strong> and <strong>Password\/Secret<\/strong>. Next authenticate the credentials.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-18511\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/Sharepoint-4.png\" alt=\"\" width=\"902\" height=\"410\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/Sharepoint-4.png 902w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/Sharepoint-4-300x136.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/Sharepoint-4-768x349.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/Sharepoint-4-660x300.png 660w\" sizes=\"(max-width: 902px) 100vw, 902px\" \/><\/p>\n<p><strong><em>Note:<\/em><\/strong><\/p>\n<p><em>The Id\/Password origin differs for SharePoint, Dropbox and Azure Blob Storage.<\/em><\/p>\n<ul>\n<li><strong><em>Id and Password for SharePoint: <\/em><\/strong><em>In the <strong>Id\/Password <\/strong>field enter your username and in password enter password. It can be your normal Dynamics 365 CRM credentials.<\/em><\/li>\n<li><strong><em>Id and Password\/Secret for Dropbox: <\/em><\/strong><em>Enter your \u2018Developer\u2019 <strong>App Key<\/strong> and <strong>App secret<\/strong> for the app you are developing.<\/em><\/li>\n<li><strong><em>Id and Password for Azure Blob Storage: <\/em><\/strong><em>Enter your <strong>Storage Account Name<\/strong> and <strong>Access Key<\/strong> as password.<\/em><\/li>\n<\/ul>\n<p><strong>Configuring Dropbox Connector<\/strong><\/p>\n<ul>\n<li><strong>Name: <\/strong>Give name to the connector<strong>\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0<\/strong><\/li>\n<li><strong>Connector Type<\/strong>: Choose <strong>Dropbox<\/strong> from the drop-down<\/li>\n<li><strong>Default connector:<\/strong> If required, enable the checkbox to set Dropbox_1 as default connector<\/li>\n<\/ul>\n<p style=\"padding-left: 80px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-19705\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-UI-Multi-3.png\" alt=\"\" width=\"698\" height=\"432\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-UI-Multi-3.png 698w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-UI-Multi-3-300x186.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-UI-Multi-3-660x408.png 660w\" sizes=\"(max-width: 698px) 100vw, 698px\" \/><\/p>\n<p style=\"padding-left: 40px;\"><strong><em>Note: The user has to create new app for each new Dropbox connector.<\/em><\/strong><\/p>\n<p>To get the <strong>Id\/Secret for Dropbox<\/strong> follow the below steps:<\/p>\n<p>Go to <a href=\"http:\/\/www.dropbox.com\" target=\"_blank\" rel=\"noopener noreferrer\">www.dropbox.com<\/a> and enter your login credentials for Dropbox. After you are logged in you will land on the <strong>\u2018Home Page.\u2019 <\/strong>At the bottom right corner of the screen click on the \u2018Points of Ellipsis (the three dots)\u2019 and then select <strong>Developers<\/strong> from the view.<\/p>\n<p style=\"padding-left: 180px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-14302\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/02\/4Configure-Connectors.png\" alt=\"Configure Connectors\" width=\"260\" height=\"407\" \/><\/p>\n<p>Now, click on <strong>My apps<\/strong> on the list.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-14303\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/02\/5Configure-Connectors.png\" alt=\"Configure Connectors\" width=\"1415\" height=\"116\" \/><\/p>\n<p>If you have already created an app click on the \u2018app icon,\u2019 you will be redirected to the App\u2019s home page. Scroll down and you will you will find <strong>App Key<\/strong> and <strong>App Secret.<\/strong><\/p>\n<p>If you don\u2019t have an app Click on <strong>Create App. <\/strong>From <strong>Choose an API<\/strong> click on the <strong>Dropbox API<\/strong> button.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-14304\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/02\/6Configure-Connectors.png\" alt=\"Configure Connectors\" width=\"1048\" height=\"396\" \/><\/p>\n<p>In <strong>Choose the type of access you need to<\/strong> Select <strong>Full Dropbox.<\/strong><\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-14305\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/02\/7Configure-Connectors.png\" alt=\"Configure Connectors\" width=\"1037\" height=\"565\" \/><\/p>\n<p><strong>Name your app<\/strong> \u2013 Here enter the <strong>name<\/strong> of the app you are going to create. Check <strong>\u2018agree to terms\u2019<\/strong> and click on the <strong>Create App <\/strong>button. After clicking on the <strong>Create App<\/strong> button, you will be redirected to the home page of the created app. Select your <strong>App Key <\/strong>and <strong>App Secret <\/strong>from here.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-18512\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/Dropbox-1.png\" alt=\"\" width=\"979\" height=\"409\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/Dropbox-1.png 979w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/Dropbox-1-300x125.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/Dropbox-1-768x321.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/Dropbox-1-660x276.png 660w\" sizes=\"(max-width: 979px) 100vw, 979px\" \/><\/p>\n<p>Enter these credentials in the <strong>\u2018New Connector\u2019 Credentials. <\/strong>After you enter the Password\/Secret (Dropbox App <strong>Secret<\/strong>) it immediately gets encrypted as shown below.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-19386\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Dropbox.png\" alt=\"\" width=\"1212\" height=\"539\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Dropbox.png 1212w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Dropbox-300x133.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Dropbox-768x342.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Dropbox-1024x455.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Dropbox-660x294.png 660w\" sizes=\"(max-width: 1212px) 100vw, 1212px\" \/><\/p>\n<p>The user can give access of this workspace created in Dropbox cloud storage to their team members if necessary. Go to <strong>WorkSpace<\/strong> field and select <strong>Team. <\/strong>After selecting Team another field will appear termed<strong> Team Folder. <\/strong>Give name to the team folder.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-19387\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Dropbox-1.png\" alt=\"\" width=\"1205\" height=\"444\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Dropbox-1.png 1205w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Dropbox-1-300x111.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Dropbox-1-768x283.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Dropbox-1-1024x377.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Dropbox-1-660x243.png 660w\" sizes=\"(max-width: 1205px) 100vw, 1205px\" \/><\/p>\n<p>This folder will appear outside App folder.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-19388\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Dropbox-2.png\" alt=\"\" width=\"1380\" height=\"538\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Dropbox-2.png 1380w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Dropbox-2-300x117.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Dropbox-2-768x299.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Dropbox-2-1024x399.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Dropbox-2-660x257.png 660w\" sizes=\"(max-width: 1380px) 100vw, 1380px\" \/><\/p>\n<p>If the WorkSpace field is set as <strong>Personal<\/strong> then the files and folders will be stored inside App folder.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-19389\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Dropbox-3.png\" alt=\"\" width=\"1383\" height=\"473\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Dropbox-3.png 1383w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Dropbox-3-300x103.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Dropbox-3-768x263.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Dropbox-3-1024x350.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Dropbox-3-660x226.png 660w\" sizes=\"(max-width: 1383px) 100vw, 1383px\" \/><\/p>\n<p>Next the <strong>Redirect URL<\/strong> in connector page needs to be added in the Dropbox App as in below Screenshot.<\/p>\n<p>This URL is mentioned on the Connector entity.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-19390\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Dropbox-4.png\" alt=\"\" width=\"1233\" height=\"448\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Dropbox-4.png 1233w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Dropbox-4-300x109.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Dropbox-4-768x279.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Dropbox-4-1024x372.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-Dropbox-4-660x240.png 660w\" sizes=\"(max-width: 1233px) 100vw, 1233px\" \/><\/p>\n<p>Copy this URL and paste it in the App on Dropbox as shown below:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-19391\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/Dropbox-4.png\" alt=\"\" width=\"975\" height=\"471\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/Dropbox-4.png 975w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/Dropbox-4-300x145.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/Dropbox-4-768x371.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/Dropbox-4-660x319.png 660w\" sizes=\"(max-width: 975px) 100vw, 975px\" \/><\/p>\n<p>After entering the link click on <strong>\u201cAdd.\u201d <\/strong>This step must not be skipped.<\/p>\n<p><strong>Configuring Azure Blob Storage Connector<\/strong><\/p>\n<p>To get<strong> Storage Account Name &amp; Access Key <\/strong>for<strong> Azure Blob Storage, <\/strong>follow the below steps:<\/p>\n<p>Open URL: <a href=\"https:\/\/portal.azure.com\"><strong>https:\/\/portal.azure.com<\/strong><\/a> and enter your Microsoft Azure Credentials<\/p>\n<p>Next go to storage account section.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-18516\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/Azure-1.png\" alt=\"\" width=\"1371\" height=\"708\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/Azure-1.png 1371w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/Azure-1-300x155.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/Azure-1-768x397.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/Azure-1-1024x529.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/Azure-1-660x341.png 660w\" sizes=\"(max-width: 1371px) 100vw, 1371px\" \/><\/p>\n<p>Select your storage account and open it, look for Access Keys (as shown in the below screenshot), get the Storage account name and Key from it.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-18517\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/Azure-2.png\" alt=\"\" width=\"1373\" height=\"711\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/Azure-2.png 1373w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/Azure-2-300x155.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/Azure-2-768x398.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/Azure-2-1024x530.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/Azure-2-660x342.png 660w\" sizes=\"(max-width: 1373px) 100vw, 1373px\" \/><\/p>\n<p>Now create a new <strong>Connector.<\/strong><\/p>\n<ul>\n<li><strong>Name: <\/strong>Give name to the connector <strong>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0<\/strong><\/li>\n<li><strong>Connector Type<\/strong>: Choose <strong>Azure Blob Storage<\/strong> from the drop-down<\/li>\n<li><strong>Default connector:<\/strong> If required, enable the checkbox to set Azure_1 as default connector<\/li>\n<\/ul>\n<p style=\"padding-left: 120px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-19706\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-UI-Multi-4.png\" alt=\"\" width=\"611\" height=\"434\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-UI-Multi-4.png 611w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/A2D-UI-Multi-4-300x213.png 300w\" sizes=\"(max-width: 611px) 100vw, 611px\" \/><\/p>\n<p style=\"padding-left: 40px;\"><strong><em>Note: The user can add other storage accounts from Azure Blob Storage.<\/em><\/strong><\/p>\n<p>Now add the <strong>Storage Account Name<\/strong> and <strong>Access Key<\/strong>. Next authenticate the credentials. Your connector is now ready to function.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-18519\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/Azure-4.png\" alt=\"\" width=\"900\" height=\"467\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/Azure-4.png 900w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/Azure-4-300x156.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/Azure-4-768x399.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/Azure-4-660x342.png 660w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/p>\n<p><strong>Additional Settings:<\/strong><\/p>\n<p style=\"padding-left: 30px;\"><strong>a. Set file size limit for attachments \u2013 <\/strong>Maximum file upload size can be 50 MB.<\/p>\n<p style=\"padding-left: 30px;\"><strong>b<\/strong>. <strong>Set blocked file extensions for attachment<\/strong> \u2013 This contains the list of file extensions (semicolon separated) which the Connector won\u2019t be able to upload on Cloud. You can enter it as per your preference.<\/p>\n<p style=\"padding-left: 30px;\">e.g., txt;docx<\/p>\n<p style=\"text-align: justify;\">Click on save and the <strong>\u2018New Connector\u2019 <\/strong>is created with a form notification as \u201c<strong>Click on Authenticate button to authenticate the connector.<\/strong><strong>\u201d<\/strong><\/p>\n<p>After the Connector is Authenticated, Entity Configuration record should be created.<\/p>\n<p style=\"text-align: justify;\">It is mandatory to Configure Connector on which you want to manage documents. Say you want to Drag and Drop files records of Account Entity in Dropbox, there are two necessities for it:<\/p>\n<p style=\"padding-left: 30px;\"><strong>a.<\/strong> You must have DropBox configured.<\/p>\n<p style=\"padding-left: 30px;\"><strong>b<\/strong>. Entity Configuration must be done for Account Entity.<\/p>\n<p>As we have just covered how to configure Connectors, we will now configure Entity Configuration in our <a href=\"https:\/\/www.inogic.com\/blog\/attach2dynamics-infocentre\/configure-entity-to-activate-attach2dynamics\/\" target=\"_blank\" rel=\"noopener noreferrer\">next blog<\/a>.<\/p>\n<p>If you haven\u2019t downloaded our solution yet, download it for a FREE trial of 15 days from <a href=\"https:\/\/www.inogic.com\/product\/productivity-pack\/drag-drop-dynamics-365-crm-multiple-attachments-sharepoint-cloud-storages\" target=\"_blank\" rel=\"noopener noreferrer\">here<\/a>!<\/p>\n<p>In case you have any queries, suggestions or want demo write to us at <a href=\"mailto:crm@inogic.com\" target=\"_blank\" rel=\"noopener noreferrer\">crm@inogic.com<\/a><\/p>\n<p>Go back to <a href=\"https:\/\/www.inogic.com\/blog\/attach2dynamics-infocentre\/\" target=\"_blank\" rel=\"noopener noreferrer\">Attach2Dynamics InfoCentre homepage<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Drag &amp; Drop and Uploading\/Downloading files\/folders from within Dynamics 365 CRM to SharePoint, Dropbox and Azure Blob Storage is no longer a distant reality. Yes! Now perform these impossible actions using Attach2Dynamics, the one-stop solution for document management. Using Attach2Dynamics, you have a vast range of features to select from like Move\/Copy Notes\/Email\/Sales Literature Attachments,\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/attach2dynamics-infocentre\/configure-connectors-sharepoint-dropbox-perform-actions-files-folder-dynamics-365-crm\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"parent":14237,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-templates\/full-width.php","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"class_list":["post-14298","page","type-page","status-publish","hentry"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/pages\/14298","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=14298"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/pages\/14298\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/pages\/14237"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=14298"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}