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How to archive email attachments? RRS feed

  • Question

  • We are continually purchasing more storage for CRM due mainly to attachments in emails relating to opportunities.

    There doesn't seem to be a quick way to archive these attachments. The other issue is that once the attachments are removed from the email it is not easy to relate which email the attachements belong to.

    We don't want to delete or deactivate older opportunties.

    Is there a solution to this?

    Monday, April 27, 2015 10:10 AM

All replies

  • Hi David,

    CRM does not have an inbuilt archiving solution. There are various ways you can archive it. Please refer the link below for more details.

    http://salimadamoncrm.com/2013/01/04/microsoft-dynamics-crm-data-archiving/

    However, in your context I suggest you Scribe which are pretty good at this and last I remenber they came with a 15 day trial. Suggest you to check that out.

    Hope that helps!


    Regards, Abhishek Bakshi If you find this post helpful then please Vote as Helpful and Mark As Answer. Check my blog on https://mydynamicscrmblog.wordpress.com/

    Monday, April 27, 2015 10:57 AM
  • Great thank you
    Thursday, April 30, 2015 1:06 PM