CRM, SharePoint and PDF’s

Ok, so you have your CRM up and running, integrated with SharePoint for document storage. You’ve customized the entity UI (any entity you choose). All nice, but when you click on a PDF, it opens in the same window (IFrame). You do not have controls to navigate back. The only way to get back is to navigate away from the entity, and back to it.

Well, that’s not good!

The problem is PDF’s. In the PDF’s preferences, change the internet preferences to not display in browser. A simple check mark, defaulted the wrong way for CRM :)


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