Deployment

Display a SharePoint document library in a Microsoft Dynamics CRM form

You can add a Microsoft Windows SharePoint Services 2.0 document library view to a Microsoft Dynamics CRM Web form. This procedure shows how to add a Windows SharePoint Services document library view to the Cases Web form in Microsoft Dynamics CRM.

To make the changes suggested in this article, you need the System Administrator or System Customizer security role in Microsoft Dynamics CRM.

On This Page

Test the modified form

Display a SharePoint document library in a Microsoft Dynamics CRM form

In the Navigation Pane, click Settings, click Customization, and then click Customize Entities.
Open the Case entity, and under Details, click Forms and Views.
In the list, double-click Form.
In the Common Tasks area, click Add a Tab.
In the Add a Tab dialog box, in the Name box, enter a name for the tab, and then click OK.
In the Common Tasks area, click Add a Section.
In the Add a Section dialog box, in the Name box, enter a unique name for the section, and then click OK.
In the Common Tasks area, click Add an IFRAME.
In the Add an IFRAME dialog box, on the General tab, in the Name box, enter a unique name for the IFRAME.
In the Web Page URL box, enter the full URL of the Windows SharePoint Services document library.
On the Formatting tab, in the Row Layout area, in the Number of Rows box, enter the number of rows that the IFRAME should use, for example, 11, and then click OK.
Click Save and Close.
In the Entity: Case form, click Save and Close.
In the Customize Entities list, select Case, and then click Publish.

Top

Test the modified form

To test the modified Case form, follow these steps.

In the Navigation Pane, click Service, and then click Cases.
Open an existing case in the list.
In the Case form, click the tab that you previously created.

The Windows SharePoint Services document library is displayed in the tab.

Top