File Explorer in Dynamics CRM

Ever needed to display files from a file share in Dynamics CRM? Then File Explorer might be the right solution for you!

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You can easily drag’n drop files into the file explorer as well as right click and access the file menu.

This is pretty easy to implement.

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Plug-in development – a bit easier

When in the process of writing and debugging plug-ins for Dynamics CRM i used to do a few things manually – recycle the app pool in iis, copy the dll and pdb files to the assembly dir.

But this can actually be done by Visual Studio.

Go to project properties and choose Build Events.

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On IIS 6

Past this into Post Build event command line:

%windir%\system32\cscript.exe c:\windows\system32\iisapp.vbs /a "CRMAppPool" /r
ping 127.0.0.1
copy "$(TargetDir)*.*" "C:\Program Files\Microsoft CRM\Server\bin\assembly\*.*"

 

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JavaScript fetch

When working on partner hosted Dynamics CRM deployments it is not possible to deploy assemblies on the server – so the solution does often involve JavaScript.

This solution is based on elements found round and about on different blogs and some ideas of my own.

This solution displays a picture on the account form saved attached to a note (annotation).

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Record Cloning

One of my customers wanted to create Quote templates we had to figure out how it should be done – we thought about using opportunities as templates when choosing an opportunity as leading opp it is possible to copy products through. But i think that is a very limited solution. So we decided to make it possible to mark Quotes as Templates and then it is possible to clone them – but cloning isn’t supported out of the box so after spending an evening trying different solutions i finally found a method that i believe will work. A generic method that works with the dynamic entity.

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