Lately I have had some questions on how to display externally stored documents within CRM. and there are many ways to do this leveraging custom web pages or SharePoint document libraries. The options rely on other technologies and/or the creating custom code, so if you want a quick solution using minimal coding and without relying on other technologies, then using Windows Explorer is a good option.

In this scenario we are using a network share that contains folders for each of the accounts. To integrate this folder structure with CRM you can use an Iframe on the Account form that dynamically points to the correct account folder. For this example, we’ll use the exact account name for the folder name, but any other unique identifier could be used for the folder such as account number.

This solution assumes the folders have already been created on the network share and the names exactly match the account names. This can be taken a step further by using CRM plugins to automatically create the network share folders on the account create event.

Since we are using a network share this solution will not work over IFD.

Here is how to set it up.

1. Create a network share and populate it with some folders that match your account names. Permissions can be set on the share per company requirements.


2. Open the Account customizations and then the main account form within CRM.

3. Create a Documents Tab on the Account Form and add a section to that tab.


4. Create an Iframe on the Documents tab with the following properties and Click OK.

NAME: IFRAME_documents
URL: \_static\blank.htm
ROW LAYOUT (Formatting Tab): Automatically expand to use available space


5. Add JavaScript on the Form Load event to dynamically set the Iframe URL. The network share path needs to be updated to match your environment.


//Only Run code after record has been created.
switch (crmForm.FormType) {
    //Extract Account Name and add it to network path.
    var acctName =;
    crmForm.all.IFRAME_document.src = 'file://crmsrv/customerdocuments/' + acctName;

6. Publish the Account form so the customizations take effect.

7. Now test to make sure the documents are displaying correctly. When you open the account form you will be able to see the related documents.


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