Wednesday, January 09, 2013 9:06 AM
I would like to add a link to a document on our sharepoint site to all existing accounts and any new account that is created.
Im completely new to CRM so any help would be much appreciated.
Wednesday, January 09, 2013 9:37 AM
Do you mean you want to link to the same document from every account, like a help document or something? If this is the case then I would recommend adding a ribbon button onto your Account form's ribbon, so that from an account old or new you can click the button to open the same document.
Here is a link to a free ribbon editor on codeplex to help you add the button:
Hope that helps
Wednesday, January 09, 2013 10:47 AM
Thanks for the response.
With me being completely new to CRM im not sure i want to start editing the ribbon until I know more about what I'm doing.
Thursday, January 10, 2013 12:14 AM
Create a new field to add a link. Then create a workflow ( on create and on demand). In the workflow update that field with the URL.
All the new records will have this filed auto populated and for exiting accounts , select all the accounts and call the on demand workflow.
The problem with solution is that the max number of records you can select in a workflow is 250. If you have a lot of clients then you have to move to the next page and run he workflow on 250 records and so on.
It depends how many account records you have.
You you have a lot of account records then you can write the code to update the field for all accouts. It will be quicker.
I hope this helps.
If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior Solution Architect HP Australia Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com
- Proposed As Answer by Brian Begley - XRM Services Thursday, January 10, 2013 1:24 AM