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Can I created a custom tab to store Files? RRS feed

  • Question

  • Is it possible to create a tab that mimics the functionality of the Notes and Documents tab?  I want to have a tab that is used to store only a specific kind of file attachments since CRM has no foldering or document management capabilities.  I am using CRM version 3.0 at the time but will be upgrading to 4.0 soon.
    Monday, March 30, 2009 3:36 PM

Answers

  • Adding an iframe that connects to a custom web file-management application would allow you this kind of functionality -

    Many people have tackled the same challenge and are using SharePoint as the solution for this type of requirement - lots of good information out there about what people are doing and some samples of how to do it. (and doc management is just the starting point, lots of interesting projects are leveraging the good-vibes that exist between the SharePoint and CRM teams.)
    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    • Marked as answer by Jim Glass Jr Monday, March 30, 2009 7:33 PM
    Monday, March 30, 2009 4:17 PM
    Moderator