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XrmToolBox Bulk Attachment Manager - Version 2018.2.3.2 Released!

I am pleased to announce that this week, I published an update to my XrmToolBox Bulk Attachment Manager plugin.  For those that are not aware my plugin allows a user to download note attachments, email attachments, or both from Dynamics CRM.

This update includes bug fixes and a major enhancement that was requested by a user.  The enhancement is the ability to create a report of attachments in the system.  To do this, follow these steps:

  1. In Step One, choose if you want a report on notes, emails or both.
  2. In Step Two, choose "Report Only".
  3. Step Three, click on "Run".
You will see the table populate with information.  Once it is done, click on export and you will be provided with a pipe delimited ("|") .csv file with the data in the table.  You can take this to quickly find attachments you are interested in.  With the note GUIDs from the export you can provide them as a filtered down list, so you only export those attachments using the "Specific attachment" option for export.

Part of this update as well including adding file size as a column of data that is provided in the table.  The file size provided is in bytes.

This is an open source project that I have hosted on GitHub.  If you have any recommendations for the tool, run into any issues with the tool or just want to support the plugin, please head over to my GitHub page.

Comments

  1. Hi James, this is great! Thanks for making it available via XrmToolbox. A couple of questions...

    I am trying to extract the attachments from Dynamics and then place them in a directory structure within Sharepoint. Is it possible to extract the attachments and place them in a directory named after the regarding record instead of the email guid? Ideally with the option to call it the name suffix guid? As I think that's what Sharepoint is set up to do OOB.

    Many thanks once again!

    Phil

    ReplyDelete
    Replies
    1. The use case that I designed this around was for helping with backup of the data and maintain the relation (hence the GUID as file names) or to migrate the attachments. Reading your comment (please correct me if I am wrong) but it almost sounds like you want some type of integration with SharePoint. Why not use the SharePoint integration that is built into CRM?

      Delete

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