Microsoft Dynamics CRM 4.0 - Thought Repository

Friday, June 26, 2009

Code for CRM 4.0 Reading Pane Add-on

As promised, here is the code for the CRM Reading Pane add-on, albeit a bit later in the week than I would have hoped. For now I've chosen to attach the Visual Studio project as a zip file. Next week I'll look into putting it on a hosted revision control system.

To use the Reading Pane, you will need to open up the Visual Studio solution file and search for all instances of "MODIFY:" These will be areas of the project where you will have to change the code to reflect your own CRM server address, organization name, etc. In addition, you will need to modify your Account entity to create a new tab with an Iframe to host the Reading Pane. The settings for the Iframe are shown below.

Download - Code for Reading Pane


Continue Entry»

View Comments

Friday, June 19, 2009

Duplicate Outlook Reading Pane for MS CRM 4.0 Activities

CRMActivityReadingPane
Normally, when reading or searching for a particular CRM Activity, a user has to manually open up Activities one by one in new popup windows. This can turn into a very aggravating experience as system resources must be allocated to open each new window, leading to a delay in rendering each Activity. What if you could read and page through the Activities of an Entity similar to the reading pane in Outlook?


ActivityPopups
In next week's post I'll show you how to bake a C# ASP.net page, blend in a TSQL query, and sprinkle some javascript spice to treat your users to an enhanced Activity searching and browsing experience. I've deployed this Activity Reading Pane feature to my company with great success! Users have marveled at the newfound ease of searching within the Activities of a particular Account or Contact. See you next week.

Update: Here is the code.

OutlookReadingPane
Continue Entry»

View Comments

About Me

Henry Bow
I'm a programmer living in sunny Orange Country, California. Since the beginning of 2008, I've been developing on the MS Dynamics CRM 4.0 platform. This blog will help me jot down some of the tips and neat features I've developed along the way while giving me a chance to dabble into the curious world of analytics and SEO.

Please let me know if I can help with your CRM needs.
hbow27@gmail.com

Feed Rss

Subscribe to new posts via e-mail

Recent Posts