USER GUIDE PowerPhoto CRM

Transcription

1 USER GUIDE PowerPhoto CRM

2 Contents CONFIGURING POWERPHOTO Add, Remove, Set Default, Set Record Image, Thumbnail & View Text Display Original File Save Original File Resize Photo Resize Height Resize Width Maximum File Size SECURITY ROLES SUPPORTED BROWSERS PLACING THE POWERPHOTO CONTROL ON AN ENTITY CONFIGURING POWERPHOTO TO SUPPORT MULTIPLE PHOTOS USING POWERPHOTO Drag and Drop Add Paste Image Content Adding Multiple Images UNINSTALLING POWERPHOTO

3 Configuring PowerPhoto Once you have imported and registered the PowerPhoto solution for your Microsoft Dynamics CRM system it will need to be configured. To configure PowerPhoto navigate to the setup tab. By default, PowerPhoto images are compressed and saved with a maximum pixel height of 305 and a maximum pixel width of 225 while preserving the image s aspect ratio. If you d like to change the maximum height or width, it can be changed in this tab. Add, Remove, Set Default, Set Record Image, Thumbnail & View Text In the PowerPhoto control, you will have words displayed - Add, Remove, View, Thumbnail, Set Default and Set Record Image. You can change the words that are displayed in the control by changing the wording here, in the setup tab of the PowerPhoto solution, this feature is designed to support foreign languages.

4 Example of the PowerPhoto control, and the text that can be changed: Display Original File Selecting Yes will display the original uncompressed file instead of the resized image in the PowerPhoto control on the CRM form. Displaying the original file may impact performance due to the potentially large size of images. To ensure optimal performance, the recommended setting for this option is No. Save Original File Selecting Yes will store the original image in addition to the resized image. This allows for utilization of the uncompressed image to be used in reporting and other processes. Resize Photo Controls whether or not the image dragged into the PowerPhoto control should be resized and compressed to save disk space. Selecting Yes will resize the dragged image to the maximum pixel dimensions specified in the Resize Height and Resize Width options. To ensure optimal performance PowerObjects recommends that this value be set to Yes and that the resized image should not be larger than 1 megabyte (MB) in size. Should the need arise to save an image larger than 1 MB, the Save Original File option should be set to Yes. Resize Height Represents the maximum pixel height that a dragged image will be resized to while preserving the original image s aspect ratio. Resize Width Represents the maximum pixel width that a dragged image will be resized to while preserving the original image s aspect ratio. Maximum File Size This option displays CRM s maximum file upload setting as defined in CRM s settings. PowerPhoto will not store an uncompressed image that is larger than the value defined in this field. Images larger than this

5 value can be saved if they are resized to less than 1MB as defined by the image resizing options described above. To modify this value, manually access CRM s settings by navigating to Settings > Administration > System Settings and selecting the tab. Change the value listed for Maximum file size and click OK. Note: The maximum value that can be entered in CRM s settings is defined by the CRM server that hosts the CRM organization. Always consult your system administrator before making changes to CRM settings. Once you are finished editing these settings, remember to click Save. You can also choose to set the settings back to their defaults, by clicking the Reset button. Security Roles Every user who would like to have access to PowerPhoto will need the PowerPhoto User security role assigned to them. System Administrators will automatically see PowerPhoto and be able to use PowerPhoto, even without having the security role assigned.

6 Supported Browsers The following browser versions support uploading files via HTML, which is what PowerPhoto does. If you will be using a browser that is not listed below, then you may want to consider using the.2011 version of PowerPhoto, which uses Silverlight to upload photos instead of HTML. If your browser does not support uploading images via HTML, you will still be able to use PowerPhoto, just not to upload images. IE10+ Firefox 3.6+ Chrome 6+ Safari 6+ Opera 11.1+

7 Placing the PowerPhoto Control on an Entity After you ve imported the PowerPhoto add-on, the first thing you will want to do is add a PowerPhoto control, where the images are displayed, on to an entity in CRM. To do this, navigate to the entity you d like to place it on and open that entity. Then click the ellipses, and Form/Form Editor. Click on the insert Tab, and Web Resource. Search for the resource called popp_/photo.html. Give the resource a name and check the box next to Pass record object-type code and unique identifier as parameters. Do not click OK yet or the window will close.

8 Go to the Formatting tab, and decide how many columns and rows you would like the PowerPhoto control to fill. Then click OK.

9 Save & Publish. Note: It is possible to add more than one PowerPhoto control to each record in CRM, if you d like.

10 Configuring PowerPhoto to Support Multiple Photos If you would like to add more than one photo to a record, you can configure PowerPhoto to support multiple photos. To enable multiple-photo support for an entity, open a record, and click on the ellipses. Then click on Form. In the Web Resource Properties, Navigate to the Custom Parameter (data) field, and type in type=multiple. Then click OK. Save and Publish. You will now be able to view multiple images on the record. You can choose to view one image at a time, and scroll through them, or you can choose to view thumbnails of the images. Note: For each CRM entity, you can either have support for one image, or support for multiple images per PowerPhoto control. For example, if you enable multiple images on the PowerPhoto control on Contacts, this will go across all contacts. You cannot have support for a single image on one contact record, and support for multiple images on another contact record.

11 Using PowerPhoto After you ve added the PowerPhoto control to an entity, there are a few different ways in which you can use the photo control. Drag and Drop First you can use the simple drag and drop functionality; on the PowerPhoto control you will see a message which says Drag and Drop images here. To put an image here navigate to your images folder on your machine, choose your image, drag it over to the photo area, and drop it.

12 Add Another method of adding images to the PowerPhoto control would be to use the + or Add button. Selecting this button on the photo control will open your files where you can then navigate to your images and select open, which will add them to the PowerPhoto control Paste Image Content Lastly, you are able to copy and paste images into the PowerPhoto control. Simply navigate to an image that you want to add to your PowerPhoto control, copy it, then in CRM select the Paste Image Content, in the photo control, in the dialog box that opens hit Ctrl + v to paste your image.

13 You can also choose to set the record s image, by clicking the Set Record Image button on the control. Clicking View in the control will open the image in a new tab. Clicking Remove will remove the photo from the PowerPhoto area. If you ve set the photo as the record image, and you delete the photo from the control, the record s image will still remain intact. Adding Multiple Images To add another photo to the control, simply drag and drop another picture over, and it will be added to the record. You can also add an image by clicking the Add button, and browsing to the image you wish to add. To scroll through the images on the record, select the arrows on the right or left side of the PowerPhoto control. To view thumbnails, click on Thumbnail at the top of the control. If you are in thumbnail view, and you would like to view a specific picture, select the picture you would like to view and it will be displayed. You can choose to set a default in the control by clicking on Set Default. This will ensure that this image is the one that first displays in the control when you open the record.

14 Note: It is not recommended to change controls to single images after they have been set as multiple image controls. Uninstalling PowerPhoto To uninstall, first remove the PowerPhoto control from your forms. Then uninstall as usual, by deleting the solution. Deleting the solution will remove all images and data related to PowerPhoto.