Home > ASP.NET, CRM Deployement, CRM Development, CRM Integrations, MSCRM General > FTP Server as Document Store for CRM4

FTP Server as Document Store for CRM4


Microsoft CRM can store files as annotation but is not a document management system at all. There are many ways to integrate CRM with Document Management Systems. If you are looking for search within document, version control, and publishing workflow then this post is not for you.

The idea behind this post is to utilize CRM structural relationship model and build a Document Store to process documents and also a cost effective way create, persist, and distribute document. Since document size can increase to GB’s so attaching documents as annotation is not a good idea and can clearly increase the size of database in days.

I am using FTP and FTPS protocol to manage documents. At CRM side i have created an entity representing document as a record and then associated this entity where ever required. So here is my entity.\

 I have document category and sub category (dependent picklist) to categorize and classify my document on FTP Server. I have Upload and Download Button to save and retrieve document from FTP server. In the references section, I have the meta data attached to the document entity. The metadata could be a relationship to case/contact/account or any other custom entity. So in Case entity my document will appear as shown below:

 

So now I can apply approval workflows in CRM whenever a new document is created.

 

Also I can utilize these documents online in my customer portals (eService). My documents can be accessed online by using FTP and utilized in various ways as shown below:

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  1. July 29, 2010 at 10:16 am | #1

    Hi Ayaz, this looks like an excellent solution to a current challenge i have. Could you kindly enlighten me on how the upload and download functionality was implemented.
    I would be very grateful,

    Regards
    Karanja

  2. July 29, 2010 at 1:25 pm | #2

    HI Karan,
    I am using ISV application to upload documents. Currently i have implemented Fileupload to FTP Server as this is my requriement. But this ISV applciation can be configured to upload file to WSS, MOSS, Skydrive or any other source.

    Hope this helps,

  3. July 30, 2010 at 5:27 am | #3

    is this a particular ISV retail application or one you built from scratch. Currently im wrapping up on having a asp.net page in an iframe on the form to handle the upload to a ftp server.
    what im not clear on how to do is the download and possibly delete of the file.

  4. July 30, 2010 at 12:35 pm | #4

    Hi Karanja,
    I have developed a ASPX application responsible for document upload, download, delete. Use FTPWebRequest class [API].

  1. May 5, 2010 at 9:26 am | #1
  2. December 15, 2013 at 2:52 am | #2

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