My colleague Jeremy Hofmann has been busy at one of our clients providing them valuable solutions to meet their business needs. Below is a great example of how Jeremy has harnessed the customizability of CRM!
Business Problem:
We’ve given the client a way to add a documents I_FRAME on a contact record, however there was no easy way for their users to browse the folders – they have to type in a path manually.
Solution:
Provide a way for them to browse to a folder. SharePoint is not currently an option.
Technical Notes:
While IE provides a file browse dialog, there is simply no way to browse folders by themselves. So you have to write your own ActiveX scripting and html output to provide the functionality.
User Story or Screenshot:
Now the user can click a browse button next to the path field on the contact form which will launch the dialog box below. Here they can browse to the folder they want and click ok, which will populate the path field on the contact record and update the documents I_FRAME.
Notice it looks very much like Vista so it fits in nicely with their desktop look and feel.
