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show Pdf documents and add possibility to add comments RRS feed

  • Question

  • Hi,

    would like to set up a library of Publisher documents or derived pdf documents.

    I must be able to add meta data to the documents so I can make views filtering, sorting and grouping on the meta data.

    The documenst must be shown in a Sharepoint window (and not in Publisher or Adobe pdf reader)

    The users who view the documents must be able to add comment. This comment must be visible for all other users.

    I tried Wiki library, but the formating of text in the wiki pages is not up to the standards I want.

    Any sugestions in what direction to go? At this moment we are still using Sharepoint 2007.

    Thanks

    RuWel

    Wednesday, March 7, 2012 10:41 AM

Answers

  • If you´re using CRM 2011 you should upgrade to Sharepoint 2010 and use the listcomponent to add document library functionality. Of course SP2007 is supported, but I suggest to update.

    If you´re using SP you can upload your PDF documents and work with metadata from SP. Of course you´ll have to write some code for example to copy metadata (comments) from SP to an Entity in CRM (if you want to search from within CRM)

    Or you could think of using saleslit for that - but your documents would then upload directly to crm database.


    Carsten Groth http://carstengroth.wordpress.com Microsoft Dynamics Certified Technology Specialist

    • Marked as answer by RuWel Wednesday, March 7, 2012 11:42 AM
    Wednesday, March 7, 2012 10:51 AM