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Friday, March 23, 2007

Custom HTML for CRM

The following Microsoft Team Tutorial shows a basic technique to use IFrames to incorporate Web pages into CRM forms.

The sample code is at the CRM Sandbox in the downloads section.

1. The first step is to create a new custom entity that we will call HTML_Cell with at least 3 attributes:

Name: The name of the entity; nothing special here.
URL: This field will be auto populated when the form loads; see further steps below. Make sure is long enough to hold a large URL.
HTML(ntext): This field will contain the actual HTML that will be displayed. Note that it will only hold up to 5000 characters; an alternative to overcome this limit is to use multiple ntext fields.
Owner: Comes by default.


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