PowerAttachment
Save storage and time by automatically moving attachments to SharePoint within Dynamics 365.
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Are attachments in your instance of Dynamics 365 consuming all your system storage? If so, you’re not alone. That’s why PowerObjects developed PowerAttachment, the PowerPack add-on that solves the problem.

With PowerAttachment you can set attachments to automatically sync to your SharePoint site – stripping the actual attachment from Dynamics 365 and replacing it with a link to the document that is now stored in SharePoint. It works with all entities and their attachments. However, if you need to leave attachments intact for a specific entity, simply define the entity in the PowerAttachment configuration and the solution will not touch those attachments.

Stop fighting the storage war. Get PowerAttachment!

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Resources

Master Import Guide
Updating a PowerPack
PowerAttachment Changelog
Importing a New PowerPack
 

The first step in getting started with any managed solution in Microsoft Dynamics CRM is to import the solution under the Solution section of CRM. To navigate to this section, you would simply go to Settings > Solutions > Select the Import button from the ribbon. This will prompt a dialog box that will walk you through the import process, which is shown below.

  1. To begin the import process navigate to Settings > Solutions in your CRM environment. 
  2. Click on the ‘Import’ icon. 
    IMPORTANT: If you do not have the proper security permissions to upload a solution you may need to contact your CRM Admin.
  3. “Browse” and select the PowerPack solution file that you have previously downloaded to your desktop, once the zip file is populated select “Next”.  
  4. The next screen will verify the details of the solution you are about to import, select “Next” to move on.
  5. On the next screen you will have to make sure that the “Enable any SDK message processing steps included in the solution” option is selected. Once this box is checked, select “Import” in the lower right corner. 
    IMPORTANT: If you do not select this checkbox the solution will not function properly.
  6. Once you have selected the import button a new dialog box will appear showing you a progress bar for the import. This step usually takes between 5–10 minutes, depending on the complexity of the solution. 
  7. Once the import has completed, you will see a screen with an overview of the import and components. Simply select close and move onto the registration process. 

Once the import has completed, double-click on the PowerPack solution you just imported from the solutions list in CRM. This will open the configuration screen of the PowerPack solution, where you can select if you'd like to register for a 30-day free trial or subscribe to the add-on.

Under the “General” section fill-in the required information, including your communication preferences, once you have completed the form select the “Submit” button which is located under the “Profile” tab of the form. 

In order to successfully register and use a PowerPack Solution you will need to agree to the terms of our License Agreement, Terms of Service and our Privacy Policy. Please note, declining the terms of use will stop all PowerPack functionality. 

Learn more about our updated Terms of Use.

Some PowerPacks require connections back to your CRM environment to process data from our cloud. If your PowerPack requires this connection, you’ll see fields for service user username and password. If that is the case, please input credentials of a user that has, at minimum, the Powerxxx Service User security role assigned. This security role includes the minimum level of access this user needs, in order for the add-on to function properly.

Note: This user cannot have two-factor, or multi-factor, authentication turned on. 

For information on using the solution please refer to the corresponding user guide.

Updating a PowerPack Solution

All of the add-ons are constantly being enhanced with awesome new features, so it's always a good idea for users to make sure their PowerPack add-on are up-to-date.

Updating an add-on is quick and easy! Simply follow these 5 steps:

  1. Download the latest solution .zip file from the respective PowerPack web page
  2. Log into CRM and navigate to Settings > Solutions
  3. Click Import and walk through the import steps. Remember to select the options to Overwrite Customizations and activate and processes upon re-import. If presented with the option to "Stage for update", leave the checkbox un-checked.
    Note: Choosing to Overwrite Customizations will only overwrite any back-end plugins that may have been updated since the previous version was installed.
  4. Once the import has completed navigate back to the solutions list and double click on the PowerPack you just imported to open the configuration. Here you may be asked to clean up the components of the solution. If prompted, select ok.
  5. Once the clean-up has completed, select Submit to re-sync your registration with the PowerObjects registration system and you are done!
PowerAttachment Changelog

PowerAttachment

PowerAttachment allows Dynamics CRM users to automatically push attachments in CRM to SharePoint and replacing the original attachment in CRM with a link to the document that is now stored in SharePoint.

Changelog

Version:2.2 PowerAttachment Utility
Date:5/26/2020

-Bug fix: Fixed issue where notes without a regarding field were not being processed

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Version: 2.2.0.0
Date: 2/12/2020

-Updated PowerAttachment model driven app with link to Customer Ideas Forum (User Voice).
-Three new PowerAttachment views for Queue entities included out of the box.

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Version: 2.1 Utility
Date: 2/10/2020

-New version of PowerAttachment utility. Contains fix to emails without regarding field.

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Version: 2.0.2.2016
Date: 8/1/2019

-Introduction of Diagnostic feature which allows users to diagnose plugins effectively
-Profile tab: Test CRM credentials button is working again
-Setup Tab: The only option in the location type dropdown menu is SharePoint (there used to be three more options that PowerAttachment does not support).
-Setup Tab: png and jpg extension types were added as default attachment types
-Setup Tab: User can not click on "save" button without selecting the service provider cloud
-"Excluded entities" tab has changed to "included entities" tab.
-Added support tab in PowerAttachment configuration page (PowerAttachment solution/Configuration/Support), which allows users to open a ticket directly from the solution and reduces the amount time for PowerPack pros to troubleshoot the bugs.
-Optimization in Email and Notes queue with some additional fields like Max FileSize, Total FileSize, Message, Parent ID, Parent Logical name.
-New and improved PowerAttachment utility version 2.0

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Version: 1.3.3.2016 & 1.3.3.2013
Date: 3/22/2019

- TLS 1.2 and User Count updates

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Version: 1.3.2.2016 & 1.3.2.2013
Date: 02/15/2019

- Test Credentials functionality temporary halted, replaced with a friendly message, "This feature is not available at the moment".

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Version: 1.3.1.2016 & 1.3.1.2013
Date: 01/15/2019

- PowerAttachmnetProcessQueueNotes will now contain additional metadata for attachments, including Filename, Filesize, Mimetype, ParentId and ParentLogicalName

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Version: 1.3.0.2016 & 1.3.0.2013
Date: 04/09/2018

- Registration screen update, to collect communication preferences and Accept Terms & Conditions (for GDPR compliance)

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Version: 1.2.6.2016
Date: 04/09/2018

- Enhanced to improve solution performance.

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Version: 1.2.3.2016
Date: 3/21/2017

- Enhanced to work with Dynamics 365

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Version: 1.2.2.2013
Date: 5/25/2016

- Enhanced to exclude Process entity on import
- Enhanced to exclude PowerShare entities on import when PowerShare is installed

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Version: 1.2.1.2013
Date: 1/21/2016

- Enhanced to include attachments in Notes in solution configuration

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Version: 1.2.0.2013
Date: 11/01/2015

- Enhanced to add Created On date to web resource

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Version: 1.0.7.2013
Date: 09/01/2015

- Enhanced to allow users to choose if attachments are stored in SharePoint by Regarding or Date.
- Enhanced to allow users to add web resource to entity form to display related attachments in SharePoint.

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Version: 1.0.3.2013
Date: 05/11/2015

- The initial release of PowerAttachment for CRM 2013 and CRM 2015

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  • Help Desk and L1

    • Flexible Hours
    • L1 Troubleshooting
    • User Assistance Q&A
    • User Onboarding
    • Knowledge Base Maintenance
  • L2, L3, and Administrative

    • L2 and L3 Troubleshooting
    • CRM and AX Administration
    • Data Maintenance and Repair
    • Root Cause Analysis
    • Ticket Reduction Analysis
  • System Maintenance

    • Rollups, Updates, and Upgrades
    • IT Infrastructure Support Team
    • System Troubleshooting
    • Dynamics 365 Optimization
  • Change Requests

    • Release Management
    • Configuration Fixes
    • Code Fixes
    • Integration Fixes
    • Testing
    • Training
    • Deployments
  • Enhancement Requests

    • Roadmap Development
    • New Configurations
    • New Developments
    • New Integrations
    • Testing
    • Training

PowerPack Support

PowerObjects has a team of support engineers ready to help! Our PowerPack Pros are passionate about helping trial and subscribed users get the most out of their Add-ons.

User Guide

Learn more about using this PowerPack.

View User Guide

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