April 19, 2011
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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.
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.
4. Create an Iframe on the Documents tab with the following properties and Click OK.
ROW LAYOUT (Formatting Tab): Automatically expand to use available space
var CRM_FORM_TYPE_UPDATE = 2;
//Only Run code after record has been created.
//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.