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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Creating cases that co...
Microsoft Dynamics CRM (Archived)

Creating cases that contain screenshots

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Posted on by Sean Thompson 175

We just started our Dynamics CRM demo today and there is one key feature we are looking for -- the ability to simply paste in a screenshot from the snipping tool.

Currently we just use e-mail haphazardly for taking care of cases but one of the things that we love about e-mail is when writing up an issue, we can easily paste screenshots of the problems inline.

Again, we are just starting this demo but it looks like when you create a new case, you can't paste in a screenshot. Is there any way to customize this and allow for it?

Sorry if this is a really basic question. We are trying dozens of different CRMs/Case Management applications trying to see which best fits which makes it a bit harder to drill down to a feature if it isn't just right there.

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  • jessemds Profile Picture
    jessemds 5 on at
    RE: Creating cases that contain screenshots

    Sean, if you ever figure out a solution to being able to basically paste images into a case, let me know. This would be HUGE..

  • Sean Thompson Profile Picture
    Sean Thompson 175 on at
    Re: Creating cases that contain screenshots

    Gus, thanks again for your suggestion of the CEditor. I was able to get the editor to work and it does allow rich text editing. However, it doesn't allow the pasting of images (it would let you do an <img src=> type thing but that does us no good.

    So I'm still open to suggestions.

  • Sean Thompson Profile Picture
    Sean Thompson 175 on at
    Re: Creating cases that contain screenshots

    I also sent off an email to ADXStudio to see if they still have that powerpak available somewhere.

  • Sean Thompson Profile Picture
    Sean Thompson 175 on at
    Re: Creating cases that contain screenshots

    Gus,

    That codemuse solution looks really close. CKEditor does allow for inline images so I'd love to give that a go. I've spent the last week and a half getting more familiar with the other aspects of Dynamics CRM so I'm backed to this issue at hand.

    Following the instructions I was able to add the iFrame to the form but when I get to "Next, I need to move data..." part I see he has two function but nowhere does it say where to add the functions.

    The other instructions are a bit fuzzy from there. I replied on his blog asking for clarification but if anyone here sees any way to clarify those steps, I'd appreciate it.

  • Gus Gonzalez Profile Picture
    Gus Gonzalez 27,113 on at
    Re: Creating cases that contain screenshots

    Sean,

    Maybe you can look into something like this:

    codemuse.wordpress.com/.../rich-text-editor-in-dynamics-crm-2011

  • Sean Thompson Profile Picture
    Sean Thompson 175 on at
    Re: Creating cases that contain screenshots

    That is some really cool code but that isn't at all what I'm talking about.

    I'm just talking about a way to do tickets with a rich text editor that allows you to just paste images inline.

    http://community.dynamics.com/product/crm/crmtechnical/b/crmbusiness/archive/2012/01/24/crm-2011-free-productivity-pack-from-adxstudio.aspx looked promising but the link is dead.

    I really do appreciate your time in replying to these posts.

     

  • Gus Gonzalez Profile Picture
    Gus Gonzalez 27,113 on at
    Re: Creating cases that contain screenshots

    Sean,

    There are some solutions out there based on Silverlight that allow multiple images and attachments.

    Check this one out:

    blogs.msdn.com/.../adding-an-image-carousel-to-a-crm-2011-form.aspx

  • Sean Thompson Profile Picture
    Sean Thompson 175 on at
    Re: Creating cases that contain screenshots

    That looks good as an attachment tool (like in the example, a picture of a client to go with the name, etc) but going through the documentation it doesn't look like that works for inline attachments (key also being attachments -- most tickets would have multiple screenshots along for the ride). And this goes both ways - when people are submitting tickets and when people are replying to the tickets.

  • Gus Gonzalez Profile Picture
    Gus Gonzalez 27,113 on at
    Re: Creating cases that contain screenshots

    Something like this one:

    mscrmblogger.com/.../crm-attachment-image-for-crm-2011-entities

  • Sean Thompson Profile Picture
    Sean Thompson 175 on at
    Re: Creating cases that contain screenshots

    It may sufice but I need an example. We need to be able to do images both inline (starting a case) and as we work a case. So when you say "deploy a solution" -- what solution?

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