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Searching Notes with Attachments RRS feed

  • Question

  • I would like to allow for searching of annotations that include attachments.  It would be nice if we could search the actual context of Word and text documents.  Has anyone has done this before. 

    Here is the approach I am leaning towards:
    I can't find a supported way to do it within CRM, so am looking to use full text indexing by indexing the attachments in a table within a separate database.  I would add a plugin on Create, update, and Delete of annotation entity and copy the data into a separate table that follows the structure that full text indexing requires.  It uses an IMAGE field while CRM stores attachments as base64 strings in TEXT fields.  I would of course need to write a custom web page for searching.  It would call filtered views and join to my new table using the syntax that full text indexing requires.

    I'm hoping there is an easier solution.

    -Andrew
    Friday, March 20, 2009 1:13 AM

Answers

  • Andrew,

    If you want to use already existing technology, SharePoint should be able accomplish this for you.  However, if you don't already have SharePoint implemented then getting SharePoint just for this would most likely be overkill.

    Another option would be to use a third party tool like the MSCRM-Addons Document Core Pack which has a search feature that searches all entities and even searches attachments.  The specific product you are looking for would be PowerSearch for MSCRM 4.0 (http://www.mscrm-addons.com/Products/AddonsforMSCRM40/EmailSignature/tabid/132/Default.aspx).

    There are most likely other options out there, and I'm sure you could figure it out on your own, but I gaurantee the easier way is to use what's already out there.

    Hope that gives you some direction.

    Fronk
    http://dmcrm.blogspot.com
    • Marked as answer by Andrew Zimmer Friday, March 20, 2009 3:41 PM
    Friday, March 20, 2009 7:23 AM

All replies

  • Andrew,

    If you want to use already existing technology, SharePoint should be able accomplish this for you.  However, if you don't already have SharePoint implemented then getting SharePoint just for this would most likely be overkill.

    Another option would be to use a third party tool like the MSCRM-Addons Document Core Pack which has a search feature that searches all entities and even searches attachments.  The specific product you are looking for would be PowerSearch for MSCRM 4.0 (http://www.mscrm-addons.com/Products/AddonsforMSCRM40/EmailSignature/tabid/132/Default.aspx).

    There are most likely other options out there, and I'm sure you could figure it out on your own, but I gaurantee the easier way is to use what's already out there.

    Hope that gives you some direction.

    Fronk
    http://dmcrm.blogspot.com
    • Marked as answer by Andrew Zimmer Friday, March 20, 2009 3:41 PM
    Friday, March 20, 2009 7:23 AM
  • Thanks Fronk!  That is exacly what I was looking for.  Thanks for some great options.

    Andrew

    http://blogs.inetium.com/blogs/azimmer
    Friday, March 20, 2009 3:41 PM