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Exporting attachments ready for SharePoint RRS feed

  • Question

  • I have a client that has recently upgraded to CRM 2011.  They have a large database due to the amount of attachments that were stored in their existing CRM system (CRM 3.0).  Obviously, I can do this for each individual recrod however I am looking for a way to do this in bulk.  Is there a way that I can extract these attachements and then import them in to SharePoint?  Are there any third party tools that can do this?  What should I be considering if I was to create my own 3rd party tool?
    Marc Collins www.QGate.co.uk
    Tuesday, August 30, 2011 12:06 PM

Answers

  • You can look into Scribe to see if it meets your need.  I know you can move attachments into CRM using Scribe so I suspect you could also move them out.

    Here is an article where someone created a plug-in to move the attachment  

    http://charlesemes.blogspot.com/2011/08/moving-crm-attachments-to-sharepoint.html

    this points to the possibility of creating a custom process using the CRM SDK to migrate the attachments.


    Regards, Donna

    Saturday, September 3, 2011 8:34 PM
  • I ll suggest create your custom application.

    1.  Retrieve all the annotation records.
    2. Now go through every record
    3.  now use the code mentioned in Donna's reply to retrieve the attachments.
    4. if attachment exists . Get the entity record from the regardingobject field of annotation entity.
    5. From the entity record, get the sharepoint location.
    6. and from the upload code from the plugin code upload the attachemnt to the location obtained in step 5.

     

    I hope this helps

     


    Amreek singh Senior CRM Consultant CDC Praxa Sydney,Australia http://mscrmshop.blogspot.com/
    • Proposed as answer by Amreek Singh Sunday, September 4, 2011 12:44 PM
    • Marked as answer by Marc J Collins Monday, September 12, 2011 1:13 PM
    Sunday, September 4, 2011 12:44 PM

All replies

  • You can look into Scribe to see if it meets your need.  I know you can move attachments into CRM using Scribe so I suspect you could also move them out.

    Here is an article where someone created a plug-in to move the attachment  

    http://charlesemes.blogspot.com/2011/08/moving-crm-attachments-to-sharepoint.html

    this points to the possibility of creating a custom process using the CRM SDK to migrate the attachments.


    Regards, Donna

    Saturday, September 3, 2011 8:34 PM
  • I ll suggest create your custom application.

    1.  Retrieve all the annotation records.
    2. Now go through every record
    3.  now use the code mentioned in Donna's reply to retrieve the attachments.
    4. if attachment exists . Get the entity record from the regardingobject field of annotation entity.
    5. From the entity record, get the sharepoint location.
    6. and from the upload code from the plugin code upload the attachemnt to the location obtained in step 5.

     

    I hope this helps

     


    Amreek singh Senior CRM Consultant CDC Praxa Sydney,Australia http://mscrmshop.blogspot.com/
    • Proposed as answer by Amreek Singh Sunday, September 4, 2011 12:44 PM
    • Marked as answer by Marc J Collins Monday, September 12, 2011 1:13 PM
    Sunday, September 4, 2011 12:44 PM
  • Thanks for this.  I haven't had just to look at it in detail but it sounds like it will do the job.
    Marc Collins www.QGate.co.uk
    Monday, September 12, 2011 1:13 PM