Thinkcrm

A Matt Yates blog about all things CRM!

Tag Archives: CRM 4

Create a simple file share in Microsoft Dynamics CRM 4.0

I came across this post on a Dynamics CRM in the field blog post about how to create a simple network file share in Microsoft Dynamics CRM 4.0. I have never experienced a need for it but there is a lot of potential and very minimal code for those who do not wish to pursue the SharePoint root.

The following scenario uses a network share for each of the CRM accounts. The network share is integrated through the use of an Iframe on a tab of the Account form and uses the Account name to dynamically point the Iframe to the correct network location. The solution assumes that the folder has already been created in the share and that the name exactly matches the Account name – obviously you could use a plugin to automate the creation of the network share.

Obviously this will not work over Internet Facing Deployments.

Here is how to set it up.

1. Create a network share and populate it with some folders that match your account names. Permissions can be set on the share per company requirements.

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2. Open the Account customizations and then the main account form within CRM.

3. Create a Documents Tab on the Account Form and add a section to that tab.

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4. Create an Iframe on the Documents tab with the following properties and Click OK.

NAME: IFRAME_documents
URL: \_static\blank.htm
ROW LAYOUT (Formatting Tab): Automatically expand to use available space

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5. Add JavaScript on the Form Load event to dynamically set the Iframe URL. The network share path needs to be updated to match your environment.

var CRM_FORM_TYPE_UPDATE = 2;

//Only Run code after record has been created.
    switch (crmForm.FormType)
{
    case CRM_FORM_TYPE_UPDATE:

    //Extract Account Name and add it to network path.
    var acctName = crmForm.all.name.DataValue;
    crmForm.all.IFRAME_document.src = ‘file://crmsrv/customerdocuments/’ + acctName;
}

6. Publish the Account form so the customizations take effect.

7. Now test to make sure the documents are displaying correctly. When you open the account form you will be able to see the related documents.

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‘Spell Checking’ in Microsoft Dynamics CRM

I have been looking for a decent free ‘spell checker’ for use with CRM for a while now. IESpell has always been the default choice in a limited ‘freebie’ market of spell checking software but i never felt completely satisfied with it.

So you can all imagine my delight when i stumbled across two blog posts from Daniel Cai (here) and Ben Hosk (here) talking about a new Internet Explorer add on called ‘Speckie’ which also works with Microsoft Dynamics CRM fields!! I have been testing it over the weekend and it seems to work really well. It also uses the Google Chrome language dictionaries to navigate the obvious UK/US spelling floors!

Extract of Daniel Cai’s post below:

Add Spell Checker to Microsoft Dynamics CRM Application

 In CRM projects, I often hear the complaints about the lack of spell checking feature in CRM application. Most business users tend to believe it’s the application’s fault for not having such important feature. In fact, spell checking should be something offered by browser. If you have ever tried any other browsers in the market, you may have noticed that most browsers (Chrome, Opera, Firefox, Safari) nowadays are offering spell checking feature out-of-the-box. IE has been pretty much the only exception among those modern browsers in this perspective.

I was previously aware of an IE addon called ieSpell which offers spell checking solution in IE. But it is far from being an ideal solution because it doesn’t instantly highlight any wrong spellings, which in my opinion makes it almost useless.

I happened to come across another free IE addon called Speckie this week which I believe provides a much better spell checking solution in IE. So I thought I should share with everyone here.

After you have installed Speckie, you may notice that Speckie doesn’t perform spell check for single line textbox field by default. If you want to enable this option, you can go to IE Tools menu, and click “Speckie Options“.

Speckie Options

Then you can check “Enable spell check in single line edit fields” option, and click “Apply” button.

Configure Speckie

After you have done so, you should restart your browser in order for the option to take effect.

The following are a few screenshots in action.

  • Speckie spell checking for MSCRM4 textbox field

Spell Check for CRM4 Textbox Field

  • Speckie spell checking for MSCRM4 notes field

Spell Check for CRM4 Notes Field

  • Speckie spell checking for MSCRM4 textbox field

Spell Check for CRM2011 Textbox Field

I have only been using this addon for a couple of days, I cannot endorse the quality and reliability of this addon. But I am so far very happy with it.

Hope this helps.