The Ultimate Guide to CB Dynamics 365 Seamless Attachment Extractor 3.0

Do you still have your Microsoft Dynamics 365 attachments inside Dynamics?

With CB Dynamics 365 Seamless Attachment Extractor 3.0, the time has come for you to move them to SharePoint, Azure Blob, or Azure Storage.

CB Dynamics 365 Seamless Attachment Extractor is a solution for Dynamics 365 admins that automates the extraction of Dynamics 365 attachments and notes to external storage. The latest version, CB Dynamics 365 Seamless Attachment Extractor 3.0, includes several new features and improvements.

Discover with us in this article:

• New Features of CB Dynamics 365 Seamless Attachment Extractor 3.0
  
  
  1. Configuring Modern Authentication
  2. Specifying Creation Date for File Extraction
  3. Entity Exclusion from Extraction Process
  4. Dynamics 365 Team Consideration for Extraction
  5. File Extraction via FetchXML Query
  6. License Restrictions
  7. External Storage Retention
  8. Extraction Report
  9. Migration to .NET 6
  10. Bug-fixing and UI Improvements
      
      
• Benefits of CB Dynamics 365 Seamless Attachment Extractor 3.0
  
  
• Key Points

1. Configuring Modern Authentication
   Modern Authentication for SharePoint and Dynamics 365 can now be configured using Auth Code flow. This provides better security and simplifies authentication management.
   
   
2. Specifying Creation Date for File Extraction
   With CB Dynamics 365 Seamless Attachment Extractor 3.0, files can now be extracted based on their creation date. This feature helps optimize extraction time by only allowing the extraction of files from a specific date onwards.
   
   
3. Entity Exclusion
   CB Dynamics 365 Seamless Attachment Extractor 3.0 now allows users to specify Dynamics 365 entities to exclude from the extraction process. This is useful for excluding non-essential entities and gaining on efficiency.
   
   
4. Specify Dynamics 365 Team
   The extraction process can now be limited to users from specific teams in Dynamics 365. This is useful to limit the number of attachments extracted, optimizing the duration of the extraction process.
   
   
5. File Extraction using FetchXML Query
   You can now get all the flexibility you need for specific advanced scenarios by defining what to extract using your own query. The new version lets you indicate which files to extract using a FetchXML query and the exact criteria you have in mind.
   
   
6. License Restrictions
   The latest version of CB Dynamics 365 Seamless Attachment Extractor offers better control over license usage. License usage is now restricted by defined start and end dates instead of the activation date.
   
   
7. No File Deletion to Safeguard your Production Environment when Using a Sandbox
   Files are now retained in external storage even when a delete operation is triggered from Dynamics 365. This ensures you will not inadvertently delete files from your production environment if you fail to point your Sandbox CRM to a separate external storage after copying the environment.
   
   
8. Extraction Report
   CB Dynamics 365 Seamless Attachment Extractor 3.0 now includes an Extraction Report page, which offers better visibility and control over the extraction status for Dynamics 365 attachments and notes.

9. Migration to .NET 6
   To enhance performance and enable new features, we upgraded the code base of CB Dynamics 365 Seamless Attachment Extractor to .NET 6.
   
   
10. UI and other Improvements
    The latest version includes bug fixes and several User Interface (UI) improvements that enhance user experience and ensure smoother extraction.

CB Dynamics 365 Seamless Attachment Extractor 3.0 offers several benefits, including:

• Enhanced performance and stability
• Better control over the extraction process
• Improved security and license management
• Better awareness and reporting
• Smoother user experience

CB Dynamics 365 Seamless Attachment Extractor 3.0 introduces significant improvements to the file extraction process for Dynamics 365.

With CB Dynamics 365 Seamless Attachment Extractor 3.0, users can expect a smoother and more efficient file extraction process with improved security, control, and awareness.

To see how it can work for your organization,  ask for a free trial.