Sep 042011
 

Long long time ago someone told me that  upload of attachments into CRM 2011 is not user friendly, requires (to many clicks) , I though about that and simple drag and drop idea come to my mind. MS CRM 2011 as a development platform is nice and easy when is comes to extensions on both sides (client and server). Presented add-on is using Silverlight 4 and allows drag and drop files into any crm form. Dragged files are uploaded as standard attachments (Notes).  Drag2MSCRM  support Online and On-premise deployments.  I’m also a big fun of Developer Toolkit for Microsoft Dynamics CRM 2011 so I decided to test it and use to develop that simple solution. You can copy and use it even for commercial purposes it’s free.

Installation instruction:

  1. Download managed solution file (link)
  2. Import managed solutions and publish it (Solutions –> Import)
  3. Customize appropriate  form where you want use add-on

customize

On insert tab press “WebResource” and choose “mtc_Drag2MSCRMc1″”

customize1

set appropriate size and be sure you market “Pass record object type…”

 

customizeform2

 

After publishing form should looks like on the screen bellow

customizedone

 

Now simple drag files into a box .

License:

Full text of license is in Information box of the publisher data but in nutshell:

You can  copy,  merge, publish, distribute,  copies of the software for free to any of your project but you need to leave www.mindthecloud.net as publisher .

Disclaimer:

This solution is provided “as is” and without WARRANTY OF ANY KIND ,
The author of this program is not responsible for any data loss or any other  type of damage this software may  do to your systems. By using this software, you agree to use  it AT YOUR OWN RISK.

Additional features: Add-on is showing number of files related to particular record . There is a lot of possibilities and new features that can be developed around  that small solution so stay tuned

If you want to send any feedback please email seb[at]mindthecloud.net

Attachments:

Managed Solution File

 

 

Share and Enjoy!
 Posted by at 4:20 pm

  9 Responses to “Drag2MSCRM free add-on”

  1. During the import there was an error massage.
    After. It seems works fine. The entity appears and I can configure it as in the documentation. Bud it does not work…..

    Error:
    “Translated labels for the following languages could not be imported because they have not been enabled for this organization: 1033″.

    Error Code: 0x80048026.

    any idea?

  2. The problem during the import was related to lang pack that you have ion your enviroment, but question do you see silverlight control on the form ??

  3. Yes, I see the control. But if I drag a file (Example: .doc, .jpeg, etc) a message appears “busy” in the area. The minutes pass and does not attach the file.

  4. Same problem for me as for Eduard

  5. Could there be some issues with rollup 12? Can’t pass object-type parameters any more

  6. Dissregard my last question.

  7. hi,
    we like the addon but since we have updated to RU 12 we receive a silverlight error during onsave while the form is in form type “create”.

    Microsoft Dynamics CRM Error Report Contents

    1.0

    Unhandled Error in Silverlight Application [Format_GuidUnrecognized]
    Arguments:
    Debugging resource strings are unavailable. Often the key and arguments provide sufficient information to diagnose the problem. See http://go.microsoft.com/fwlink/?linkid=106663&Version=5.0.10411.00&File=mscorlib.dll&Key=Format_GuidUnrecognized at System.Guid.TryParseGuid(String g, GuidStyles flags, GuidResult& result)
    at System.Guid.Parse(String input)
    at Drag2MSCRM.MainPage..ctor()
    at Drag2MSCRM.App.Application_Startup(Object sender, StartupEventArgs e)
    at MS.Internal.CoreInvokeHandler.InvokeEventHandler(UInt32 typeIndex, Delegate handlerDelegate, Object sender, Object args)
    at MS.Internal.JoltHelper.FireEvent(IntPtr unmanagedObj, IntPtr unmanagedObjArgs, Int32 argsTypeIndex, Int32 actualArgsTypeIndex, String eventName, UInt32 flags)
    1
    /userdefined/edit.aspx?etc=10050&pagemode=iframe
    /userdefined/edit.aspx?etc=10050&pagemode=iframe

    Mozilla/5.0 (compatible; MSIE 9.0; Windows NT 6.1; WOW64; Trident/5.0; SLCC2; .NET CLR 2.0.50727; .NET CLR 3.5.30729; .NET CLR 3.0.30729; Media Center PC 6.0; .NET4.0C; .NET4.0E)
    en-us
    en-us
    en-gb
    1920×1200
    Web
    2013-03-27T13:35:23

    1033
    1033
    1033
    1033
    {xxxxxxxxx}
    {xxxxxxxx}
    5.0.9690.3236

    Thanks
    Thomas

  8. Will it work for CRM 2013? If no, can you please update it or make source code available, so I will try to figure it out what should be changed in order to work with 2013 version? Thanks!

  9. Hi,
    We are also getting the silverlight error on our test instance of 2013. Has this issue been resolved or are there plans to? I think the tool is great, a real time saver…

    Thanks,

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