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Link from CRM Online to Local Folder RRS feed

  • Question

  • Hi All,

    I am trying to create a way to link to a local folder from accounts and custom entities using CRM online.  We want to store documents related to the record in a folder on the LAN and just link to that folder from CRM.

    I was first going to use the URL field type, but you can only use http:, https:, etc. and not file://

    Then I thought to try some more creative things, like using a Web Resource with a jscript that creates a link to the folder, but if I use a normal a href link nothing happens when I click it.  If I try to use HTML and have the javascript open a new window when the link is clicked I get an access denied error.

    Does anyone have a way to do this?

    Thanks,
    Len 

    Thursday, May 5, 2011 5:38 PM

Answers

  • If you can, install the free version of SharePoint 2010, and turn on the Document Library functionality inside of CRM 2011.  That will get you a lot more functionality with documents and CRM, and the only expense is the effort of learning to install SharePoint (and possibly hardware, if you need it).
    • Marked as answer by lkamerman Saturday, May 7, 2011 1:42 AM
    Thursday, May 5, 2011 6:21 PM
  • Following are the steps to achieve this requirement prerequisite is you have to install server operating system to achieve this requirement.

    1) All the files that are needed for you should be placed in server.

    2) Create one web application in IIS having the root path the files that are having in the server.

    3) Browse for the files that are placed in server by giving the url path. For Ex: If you have your web application in http://test.files.ca/file1.docx we should give this url.

     

    Regards,

    Vishnu.
    http://osmosee.wordpress.com
    • Proposed as answer by turlapativishnu Thursday, May 5, 2011 7:31 PM
    • Unproposed as answer by turlapativishnu Thursday, May 5, 2011 7:31 PM
    • Marked as answer by lkamerman Saturday, May 7, 2011 1:43 AM
    Thursday, May 5, 2011 7:12 PM

All replies

  • If you can, install the free version of SharePoint 2010, and turn on the Document Library functionality inside of CRM 2011.  That will get you a lot more functionality with documents and CRM, and the only expense is the effort of learning to install SharePoint (and possibly hardware, if you need it).
    • Marked as answer by lkamerman Saturday, May 7, 2011 1:42 AM
    Thursday, May 5, 2011 6:21 PM
  • Following are the steps to achieve this requirement prerequisite is you have to install server operating system to achieve this requirement.

    1) All the files that are needed for you should be placed in server.

    2) Create one web application in IIS having the root path the files that are having in the server.

    3) Browse for the files that are placed in server by giving the url path. For Ex: If you have your web application in http://test.files.ca/file1.docx we should give this url.

     

    Regards,

    Vishnu.
    http://osmosee.wordpress.com
    • Proposed as answer by turlapativishnu Thursday, May 5, 2011 7:31 PM
    • Unproposed as answer by turlapativishnu Thursday, May 5, 2011 7:31 PM
    • Marked as answer by lkamerman Saturday, May 7, 2011 1:43 AM
    Thursday, May 5, 2011 7:12 PM
  • Thanks!  I'll check into this option.  They do have a server that is fairly recent and I don't think is heavily utilized.

    Are there any good resources you can recommend on setting this up with a little more detail and explains how to link CRM to SharePoint?  The thought had crossed my mind but I know nothing about SharePoint (yet) and didn't realize there's a free version.

    Thanks very much!
    Len 

    Saturday, May 7, 2011 1:44 AM
  • Any way to do this besides SharePoint?

    We'll give SharePoint a go but their server is pretty taxed as is.  Not a lot of users - maybe 15.  If it slows things down too much we'll either have to go with SharePoint Online (I'd like to avoid because of the extra cost) or else figure something else out.

    Thanks,
    Len 

    Monday, May 9, 2011 7:54 PM