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Document Foldering RRS feed

  • Question

  • Does anyone know someone that has created a custom tab in CRM 4.0 to store documents and folders?  If not does anyone know where I should go with a requirement to have some programming done for our system?

    Thanks
    Monday, June 22, 2009 4:30 PM

Answers

  • Are you looking to store the docs in the CRM database?  We have accomplished a similar solution using SharePoint to store the documents and then displaying the document libraries in an iframe on the CRM form.  We have also developed a solution to open shared folders on a network file server from the CRM form.  The biggest driver we have found for which solution to choose is whether the users need access to the docs while their CRM client is offline.

    If you provide a little more information on what you are trying to accomplish, it would be much easier to determine the best method.

    • Marked as answer by Jim Glass Jr Monday, June 22, 2009 6:07 PM
    Monday, June 22, 2009 4:40 PM

All replies

  • Are you looking to store the docs in the CRM database?  We have accomplished a similar solution using SharePoint to store the documents and then displaying the document libraries in an iframe on the CRM form.  We have also developed a solution to open shared folders on a network file server from the CRM form.  The biggest driver we have found for which solution to choose is whether the users need access to the docs while their CRM client is offline.

    If you provide a little more information on what you are trying to accomplish, it would be much easier to determine the best method.

    • Marked as answer by Jim Glass Jr Monday, June 22, 2009 6:07 PM
    Monday, June 22, 2009 4:40 PM
  • Please send the requirements
    jcvniekerk@gmail.com
    Tiaan van Niekerk http://crmdelacreme.blogspot.com Skype:tiaan.van.niekerk1
    Tuesday, June 23, 2009 3:41 AM
  • I guess I would like ot know what the pros and cons are of each.  We do not want to use Sharepoint at this time so I guess opening files from a file server is probably the best solution.
    Tuesday, June 23, 2009 3:44 PM
  • You don't have to "use" SharePoint, you just have to have it installed.  SharePoint is really good at document versioning, which is important for clients who are storing quotes and drawings and bids which evolve over the course of time.  SharePoint can also be made accessible outside the LAN, so if a user is out of the office but has an internet connection, then he can still access the document library.  The same cannot be said for a shared folder on a file server; that would only be accessible while in the office or over a VPN.  The shared folder would have the most ways of being accessed, a user could go through the CRM form, or navigate using Windows Explorer.  Security is a bit tougher to manage for the shared folder, since you won't be able to use CRM permissions.  The third option of storing the files in CRM as attachments would be a good option if you have small files.  The default size limit for attached files is 5MB.  In CRM 4, you can access the web services while offline, so it wouldn't be too tough to develop a custom iframe which would list the files attached to the current record.

    If you want to go with the shared folder, know that Vista security is different from XP security, so a couple changes have to be made in IE on Vista.  I have not tested this with IE 8.

    Add a text field to your form called Folder or something similar.  In the onload javascript of that form, place the following code:

    if(crmForm.FormType ==2)
    {
    /* start event handler creation,
    a function we stuff into a variable */
    
    crmfieldnameOnDblClick = function()
        {
    var crmfieldnameShare = crmForm.all.new_folder.DataValue;
    /* make sure something is in the field */
    if (crmfieldnameShare != null)
    {
    /* open the share in a new window */
    var oShell = new ActiveXObject("Shell.Application");
    
        oShell.Open(crmfieldnameShare);
    }
        } 
    /* end event handler creation */
    
    /* attach the handler to the on double click event of the textbox */
    crmForm.all.new_folder.ondblclick = crmfieldnameOnDblClick;
    }
    In the field on the form, type the folder path in the format \\share\folder.  Doubleclicking on the field will open the folder in a new Windows Explorer window.  If you are using Vista, update your IE settings thusly:  Add the CRM url to Trusted Sites.  In the ActiveX controls and plug-ins section in Custom Level, set Initialize and script ActiveX controls not marked as safe to Enable.
    Tuesday, June 23, 2009 4:04 PM