Using the Power of Microsoft Windows Desktop Search for Microsoft CRM


Thanx to the power of Microsoft Windows Desktop Search (WDS) it is very easy to integrate it with Microsoft CRM. I just had a few free minutes, so instead of spending my time with my girlfriend I decided to create a small article for my crm friends 🙂


By integrate Microsoft CRM with WDS users can easily search from the desktop to find any object inside of Microsoft CRM. This is just one more step to reduce the number of steps/clicks to find the relevant information. This example will show how you could integrate WDS with Microsoft CRM to make Accounts and Contacts searchable from the desktop: See the screenshot:


Microsoft CRM and Windows Desktop Search


A few comments: Instead of creating a new iFilter for WDS I used a much simpler approach: by using the WDS Shortcuts you can point to any web based application. So all we need is a small web application which will execute the search and show the result. Than we can define a new shortcut in WDS to point to our seach application.Thats it!


Steps to install:



  1. Download the example project here: Example Project
  2. Install it into your crm web application
  3. Edit web.config to point to your crm server
  4. Create a new Shortcut for Microsoft Windows Desktop Search by using the following command in the search textbox:
    @crm, http://crmserver/Custom/Search/SearchGrid.aspx?q=$w
    where crmserver is the address of your crmserver

How to use it:


Just type in "crm SEARCHSTRING" in your Microsoft Windows Desktop Search, where SEARCHSTRING is your search string.


Have fun, Joris


 


 


 

Comments (7)
  1. paplo says:

    I don’t go on in the installation. Why?

    It display these errors:

    1)

    Parser Error Message: It is an error to use a section registered as allowDefinition=’MachineToApplication’ beyond application level. This error can be caused by a virtual directory not being configured as an application in IIS.

    Source Error:

    Line 36: (unauthenticated) users.

    Line 37: –>

    Line 38: <authentication mode="Windows" />

    Line 39: <authorization>

    Line 40: <allow users="*" /> <!– Allow all users –>

    Source File: c:inetpubwwwrootCustomSearchweb.config Line: 38

    2)

    Source Error:

    Line 66: To disable cookies, set sessionState cookieless="true".

    Line 67: –>

    Line 68: <sessionState

    Line 69: mode="InProc"

    Line 70: stateConnectionString="tcpip=127.0.0.1:42424"

    Source File: c:inetpubwwwrootCustomSearchweb.config Line: 68

    Help me 🙁

    Thanks a lot,

    Paolo

  2. reddawnz says:

    Paolo,
    You need to go to IIS on your CRM server and make the search folder in his project a virtual directory.

    To do this, log into your CRM machine.

    Go to start, run and enter in:
    mmc %systemroot%system32inetsrviis.msc

    Expand:The computer folder
    Expand:Web sites
    Expand:The Microsoft CRM 1.2 Website
    Expand:The Custom Folder
    Right Click on the Search Folder and go to properties
    On the directory tab under application settings, click on creat to creat an application. Leave the default name Search as the name of the application. Under application pool, change to the CRMapppool

    -Andrew

    FYI: Search works great, thanks

  3. CRM-Friends! An updated version of my Windows Desktop Seach Integration for Microsoft CRM is…

  4. amirar says:

    Does this enhancement supported by MS CRM 3.0?

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