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Must Save attachments before you open them?!?!?! RRS feed

  • Question

  • Hello CRM World,

    In CRM 4 when we had attachments stored in CRM when a user wanted to open the attachment (via Outlook, or Web) they would get the option of Open, Save, Save As. In CRM 2011 through IE9 once you click the save button, you get an Open option. However in the Outlook client, you have to select the location that you want the file to be saved, save the file, then you can actually open it. For users that open 100s of attachments a day, this seems a little ridiculous. Does anyone know of a workaround, or maybe a future release that acknowledes this? I dont quite understand why CRM would take a step back in the options it gives a user when opening an attachment through the Outlook Client.

    Any help or insight to alternatives would be greatly appreciated.

    Thanks!

    Pasha

    Tuesday, January 10, 2012 11:35 PM

Answers

  • Hi,

    this is new to CRM 2011. But there´s a workaround. Rightclick on your note/attachment and then choose open. After this your note with the attachment will be shown and if you click on your attachment it opens and you don´t have to save before you can view.

    This is because of security issues.


    Carsten Groth http://carstengroth.wordpress.com Microsoft Certified Technology Specialist
    Wednesday, January 11, 2012 9:11 AM
  • Hi Mate,

    I am using outlook 2010. If I double click on attachment, it just open up straight away. or if you select the attchment, the ribbon changed and click open from the ribbon. or when when you click on attachment, it will give you preview option in reading pane.

    But you are right, when you save the attachemnt, it does not open up straight away.

    I hope this helps.


    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com
    Wednesday, January 11, 2012 3:24 AM

All replies

  • Hi Mate,

    I am using outlook 2010. If I double click on attachment, it just open up straight away. or if you select the attchment, the ribbon changed and click open from the ribbon. or when when you click on attachment, it will give you preview option in reading pane.

    But you are right, when you save the attachemnt, it does not open up straight away.

    I hope this helps.


    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com
    Wednesday, January 11, 2012 3:24 AM
  • Hi,

    this is new to CRM 2011. But there´s a workaround. Rightclick on your note/attachment and then choose open. After this your note with the attachment will be shown and if you click on your attachment it opens and you don´t have to save before you can view.

    This is because of security issues.


    Carsten Groth http://carstengroth.wordpress.com Microsoft Certified Technology Specialist
    Wednesday, January 11, 2012 9:11 AM
  • Hi Amreek,

    For traditional note attachments your suggestion works great however in my environment I have documents attached from Sharepoint, so they are not stored as traditional notes. That being said - Carsten your work around worked great for me! I thank you both for your help!

    Pasha

    Wednesday, January 11, 2012 4:26 PM