Wednesday, February 9, 2011

Capture CRM 2011 forms with Snagit

Snagit has a feature that can auto-scroll a web page horizontally and/or vertically to capture all content from the page. In order to use this feature with CRM 2011 forms, though, you have to take some extra steps. I've listed the entire process below.
  1. Open the form to capture. For example, to capture the account form, open an existing account record or click New to create a new account.
  2. Right-click in one of the enabled text fields and select the Display Toolbar and Menubar option. Click OK when the prompt appears. This opens the form in a window that exclude the top menubar. Continue the next steps in this new window.
  3. Expand all tabs that are currently closed/hidden.
  4. Press the Snagit hotkey. Click the button at the bottom of the screen (the one with the up/down arrow on it). Snagit will auto-scroll the form down to capture the entire form.
-Tim

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