Displaying an SharePoint document library as a subgrid or iframe in CRM 2011

Hi all,

Today I got a requirement of integrating CRM 2011 with SharePoint 2013 & show the SharePoint documents in a subgrid.

I know there are lots of blogs showing the integration technique which helps us to integrate SharePoint with CRM 2011. But after integration, I faced lot of challenges to run the view the document library under CRM. And above to that I struggled to show the SharePoint document library in a subgrid instead of navigation link.

Somehow I managed to succeed in my struggle & same I am sharing with you all guys.

As you might know we can’t insert SharePoint document library inside a subgrid on crm form because of its relationship behavior. So as a workaround we can insert an Iframe and dynamically we can set the url of the IFrame.

So to display the documents in IFrame we have to do some IE settings just to avoid the below error: ““This content cannot be displayed in a frame”.”

1. Navigate to Internet Explorer Tools–> Security tab

2. Select trusted sites and click sites button (highlighted)

3. Add your CRM site as well as your SharePoint site to the trusted zone

4. After  setting up the your trusted sites, select custom level from the same tab

5. Look for “Display mixed content” & Set this option to “Enable”.

Now your half work is done. Next task is to display the SharePoint documents under IFrame.

Note: Before starting make sure you have successfully integrated SharePoint with CRM 2011. To verify open any Account record and see if you can add documents under the document navigation link.

Now let’s start with the customization of Account entity for displaying SharePoint document under IFrame.

6. Navigate to Settings–>Customizations–>Customize the system

7. Under Components, click on Entity and then navigate to Account Entity–> Forms

8. Open the preferred form like Information & Insert a One Column section in an existing Tab or Insert new

9. Insert a IFrame under  the section and set the properties as per the below screen

10. Click on the Form properties

11. Create a web resource

12. Click on Text Editor and add the javascript code

For CRM 2011:

function onLoad()

{

var navDocument;

navDocument = document.all.navDocument;

if (navDocument != null)

{

Mscrm.DocumentLocationHelper.loadLocationsArea(navDocument , true);

//navDocument.style.display = “none”;

var recordId=Xrm.Page.data.entity.getId().replace(“{“,””).replace(“}”,””);

var  oTypeCode= Xrm.Page.context.getQueryStringParameters().etc;

document.all.IFRAME_Documents.src=”/tools/documentmanagement/areas.aspx?oId=%7b” + recordId + “%7d&oType=”+oTypeCode+”&pagemode=iframe”;

}

}

For CRM 2013:

// JScript source code
function onLoad() {
var navDocument;
navDocument = document.all.navDocument;
if (navDocument != null) {
Mscrm.DocumentLocationHelper.loadLocationsArea(navDocument, true);
//navDocument.style.display = “none”;

var recordId = Xrm.Page.data.entity.getId().replace(“{“, “”).replace(“}”, “”);
var oTypeCode = Xrm.Page.context.getQueryStringParameters().etc;

var CurrentFormId = Xrm.Page.ui.formSelector.getCurrentItem().getId().replace(“{“,””).replace(“}”, “”);
document.all.IFRAME_Documents.src = “/tools/documentmanagement/areas.aspx?formid=%7b” + CurrentFormId + “%7d&oId=%7b” + recordId + “%7d&oType=” + oTypeCode + “&pagemode=iframe&rof=true”;

}

}

For CRM 2015:

function onLoad() {
var recordId = Xrm.Page.data.entity.getId().replace(“{“, “”).replace(“}”, “”);//Entity record id
var oTypeCode = Xrm.Page.context.getQueryStringParameters().etc;//Entity Type code. for lead it is 4
var IFrame = “IFRAME_Documents”;//Iframe Name
var relName = Xrm.Page.data.entity.getEntityName() + “_SharepointDocument”; //Entity Relation name. Like for Lead it is Lead_SharepointDocument
SetIframeContent(IFrame, oTypeCode, relName, recordId);
}
function SetIframeContent(iframeObjId, objectType, areaName, recordId) {
var iframeObject = Xrm.Page.getControl(iframeObjId);//Get iFrame control
if (iframeObject != null) {
//Set iframe URL
iframeObject.setSrc(“/userdefined/areas.aspx?oId=” + recordId + “&oType=” + objectType + “&pagemode=iframe&security=852023&tabSet=” + areaName + “&rof=true&inlineEdit=1”);
}
}

13. Save & Close the editor.

14. Add the function under the form properties, inside the Event handler properties.

15. Click Ok. Then publish the customization to finish the customization.

16. Now open the same account record & see if you can see the document library inside the IFrame.

17. You will see Iframe like:

So in this way we can integrate sharepoint with CRM online.

Namaste 🙂

Megh