Display a SharePoint document library in a Microsoft Dynamics CRM 3.0 form
You can add a Microsoft Windows SharePoint Services 2.0 document library view to a Microsoft Dynamics CRM 3.0 Web form. This procedure shows how to add a Windows SharePoint Services document library view to the Cases Web form in Microsoft CRM.
Display a SharePoint document library in a Microsoft CRM 3.0 form
1.
Log on to your Microsoft CRM server using an account with administrative credentials. Administrative credentials are required in order to customize a Microsoft CRM form.
2.
Open a browser window and navigate to your Microsoft CRM 3.0 Web site.
3.
On the Navigation Pane, click Settings, click Customization, and then click Customize Entities.
4.
Open the Case entity, and then click Forms and Views.
5.
In the list, double-click Form.
6.
In the Common Tasks area, click Add a Tab.
7.
On the Add a Tab dialog box, in the Name box, enter a name for the tab, and then click OK.
8.
In the Common Tasks area, click Add a Section.
9.
On the Add a Section dialog box, in the Name box, enter a unique name for the section, and then click OK.
10.
In the Common Tasks area, click Add an IFRAME.
11.
On the Add an IFRAME dialog box, on the General tab, in the Name box, enter a unique name for the IFRAME.
12.
In the URL box, enter the full URL of the Windows SharePoint Service document library.
13.
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.
