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Microsoft Dynamics CRM (Archived)

CRM 2011 - How To Modify SharePoint Document Locations Form

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Hi

We are using the SharePoint Document Management in CRM 2011.  Is there a way to modify the form that shows you the files in SharePoint for a certain account.  Here is a screen shot of the window. 

We want to make the 'Name' field wider.  I know I can use the mouse and make it wider when you open up this window but it doesn't stay.  Is there a way to make the 'Name' field wider permanently?  I looked through the entities in the customization section but couldn't find a form or view that had these same fields. 

Thanks
Jennifer

 

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  • Josh Wells - MSFT Profile Picture
    961 on at
    Re: CRM 2011 - How To Modify SharePoint Document Locations Form

    Hi Jennifer,

    There isn't an easy way to do this.  It is going to require some manipulation of CRM files which is unsupported.  However, I can understand the need here and want to ensure you get a solution.  I will explain the roundabouts how you can achieve this. 

    Step 1: Extract the crmlistcomponent.wsp contents

    You have to modify the crmgrid.css file found within the crmlistcomponent.wsp file (http://www.microsoft.com/en-us/download/details.aspx?id=5283).  To get to this file, you have to first extract the contents of the .wsp file.

    1. Rename crmlistcomponent.wsp to crmlistcomponent.cab

    2. Extract the files

    Step 2: Modify the crmgrid.css file to expand the column width

    1. Once the file has been extracted, locate the following file:

    ..\crmlistcomponent\Layouts\crmgrid.css

    2. Open the file with Notepad

    3. Locate the following section and add the highlighted section:
    .ms-crm-List-DataColumnHeader
    {
     padding-left: 20px;
    width: 1000px;
    }

    Note: 1000px is a very large column width but with some tinkering, you can set it to your desired width.

    Step 3: Get the contents back into .wsp format

    I grabbed the first couple of steps from the following SharePoint forum article:
    http://social.msdn.microsoft.com/Forums/en/sharepointdevelopment/thread/0dd0bf72-638a-4840-9540-f6d0307bb786

    1. Download and use DDFGenerator from CodePlex

    So, my new friend on Twitter @tigertoy pointed me to a project on CodePlex called DDFGenerator.  It’s simply an executable. All you have to do is download this executable, execute it from the command line and give it the Path to the directory structure created by 7 Zip (or whatever program you used). This will generate your DDF file for you.

    One quick note, the DDF Generator does not put an entry in the DDF to set the WSP file name. So, make your life easier, open up the .DDF file and add the following line along with the ther .Set lines:

    .Set CabinetNameTemplate=SolutionName.WSP

    This will make sure your WSP file is named properly with the correct extension. If you don’t do this it will create a cab file called “1.cab” when you run MakeCab.exe in the next step and you will have to rename it to your solution name. Not a big deal, just something to keep in mind.

    2. Run MakeCab to create .CAB File

    Now all you have to do is run MakeCab to generate your WSP file using the DDF you generated. This also will be run from the command line and will look something like:

    MakeCab.exe /F <ddfFilename.ddf>

     3. After the .CAB file is created, rename it to crmlistcomponent.wsp

    Step 4: Upload new solution

    Delete the existing crmlistcomponent.wsp solution within SharePoint and import the new one

     

    I hope this helps you.  If you require detailed step for step instructions, feel free to contact our Advisory Services team.

  • Jimmy Jimenez Profile Picture
    5 on at
    RE: CRM 2011 - How To Modify SharePoint Document Locations Form

    Hello Josh,

    I followed your instructions and added a width of 300px to the ms-crm-List-DataColumnHeader class. When i uploaded the file again i notice:

    1- All the columns are set to 300pxw

    2- the grid with documents (below the headers, gridBodyTable) does not inherit the column width. After hitting the refresh button they do.

    My questions to you:

    1- How can i set the width only to the Name column?

    2- How can i set the width accordingly of the items in the gridBodyTable?

    Thanks in advance,

    Jimmy

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