Adding documents as a subgrid on the form in MS CRM

 MS CRM document SharePoint streamlines the business process and the advantage of this feature is it provides an easy to share the documents with resources in the organization with those who don’t have access to MS CRM.

 Download the javascript file from here.

1.Choose any entity and open the form editor.

 clip_image002

  2. Select ‘Forms’ and click on ‘Account’ to open the form editor

  clip_image004

3. Click on one column (1 Tab) and double click on tab to open Tab Properties.

clip_image006

4. Enter the Name and Label and then click on OK

clip_image008

5. Select the section under SharePoint Documents and Click to add IFRAME.

 clip_image010

6. Enter Name and URL (Copy the Name text) then click OK to add IFRAME

.clip_image012

7. Click on “Form Properties” .

clip_image014 

8. Click on add and select the script file, then click ‘add’.

clip_image016 

clip_image018 

9. Select the added script file and click “Edit”.

clip_image020 

10. Replace the word ‘Documents’ in the editor with the text copied from IFRAME name field then click OK. And copy the function

clip_image022

11. Click on “Add”

clip_image024 

12. Paste the function name copied from the source editor and click OK.

clip_image026 

13. Click OK

clip_image028 

14. Save and publish the form.

clip_image030 

15. Go to advanced find and select the entity for which IFRAME was added and then open any record from the list.

clip_image032 

16. Documents added will be displayed in the grid shown in the figure

clip_image034

No Comments

Add a Comment

  1. (max length 2000)
  2. captcha refresh captcha