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CRM2013: Add SharePoint Document Counter or SubGrid RRS feed

  • Question

  • We have CRM2013 on-Premise and SharePoint 2010 fully integrated together.

    However, we have a minor annoyance that we cannot see to resolve easily. Although Entities have a Sub-Menu item to share documents stored within SharePoint. You have to click on the menu to check if there are any documents there.

    When users are logging cases they find this frustrating to click on the documents link only to find it empty.

    We've been asked to put the document list as a sub-grid on the main case form, or could we add a document counter displayed on the main form to indicate documents exist.

    We've tried doing the subgrid view via an IFrame but we keep banging heads with IFrame security issues when requesting SharePoint Data.

    Is there a way to give a visual clue easily on the cases form to show documents exist within SharePoint for the given incident logged?

    Many thanks

    Tuesday, January 27, 2015 9:09 PM

Answers

  • Quick Update.

    I've managed to get a solution working using the information found here:

    https://meghshyam.wordpress.com/2013/06/18/displaying-an-sharepoint-document-library-as-a-subgrid-or-iframe-in-crm-2011/

    I had to massage the code slightly to avoid the SharePoint view always getting the focus when the form loads, but if you read the community comments it's not difficult to see how to overcome this.

    What would be nice is an image or button showing the number of SharePoint documents available, without resorting to the grid view. If anybody knows how to make that possible please post here.

    Cheers

    • Marked as answer by lemonje Wednesday, January 28, 2015 12:54 AM
    Wednesday, January 28, 2015 12:54 AM