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.
- Download managed solution file (link)
- Import managed solutions and publish it (Solutions –> Import)
- Customize appropriate form where you want use add-on
On insert tab press “WebResource” and choose “mtc_Drag2MSCRMc1″”
set appropriate size and be sure you market “Pass record object type…”
After publishing form should looks like on the screen bellow
Now simple drag files into a box .
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 .
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