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iIcorporate an SharePoint Library as templates in CRM 2015 on prem RRS feed

  • Question

  • I have created a library in SharePoint 2013, and would like to incorporate that into one of CRM Entity Forms as template folder, so that users can download templates from that folder and make their own modifications.

    Iframe seems not a good idea as SharePoint site does not allow itself to be displayed into cross-site iframes, can anyone suggest a good way to do archive this?






    • Edited by Xin Jin-TO Friday, February 12, 2016 7:01 PM typo
    Friday, February 12, 2016 6:50 PM

All replies

  • I think it will be much easier to add a custom button on link that the user can select to view the template list in SharePoint. You can open SharePoint in a new window and the user can download the template they want to use.

    Regards, Donna

    Thursday, March 3, 2016 8:13 PM