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Embed Vainu’s company card to MS Dynamics with Vainu View iframe solution 🌐

Vainu View: 360° company info view on prospects and customers.

Vainu View iframe solution enables customer data to be displayed in MS Dynamics CRM.

 

Vainu View solution

  • makes Vainu’s company profile data available to everyone who is working with customers and needs detailed company information on a daily basis, i.e., salespeople, people working in customer service as well as account managers and people working in customer success. 
  • makes it easier to preparing for customer meetings and creating customer understanding.
 

Vainu’s company card can be embedded in Microsoft Dynamics by adding an IFRAME element to a view.

 ⚙️These instructions provide one way to create and add the iFrame element. Conditional formatting is possible. Remember that the code is case-sensitive. Keep that in mind when editing the code. 

 

  1. Start by adding an iFrame element. Go to Settings ➡️ Customizations and select ”Customize the System”.
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2. From left side, select Components ➡️ Entities ➡️ Account ➡️ Forms.
Double click the Account on this list to add the element to Accounts view.

screenshot

 

3. When you are in the Account View you will be able to create a Column for Vainu View. Select Insert ➡️ One Column. The column should be visible on the center of the page. Click on the empty section inside the new Column and on top Insert IFRAME.

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4. Give the IFRAME property a name you remember. In this example, it is called ”IFRAME_Vainu2”. Add to the URL section about:blank. Make sure you don't have "Restrict cross-frame scripting" selected.

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5. Add formatting settings as you prefer. Add Row layout to expand automatically. Enable scrolling for IFRAME.

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6. Click on OK to save IFRAME. After you have saved IFRAME double click the Column again and you should see events section. You should add a Form Library. Click the green plus icon to add new. Click ”New” again and ”Web resources” New window appears.  🔍

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7. Create a name for Web resource, add Display Name and Description. For Content select Script and Paste Script to Text Editor. Remember that the code is case-sensitive. Click on OK and Publish.  ✅

function changeURL(executionContext)
{
var formContext = executionContext.getFormContext(); // get formContext
var business_id = formContext.getAttribute("accountnumber").getValue();
var IFrame = formContext.ui.controls.get("IFRAME_Vainu2");
var vainu_url = "https://app.vainu.io/embedded/" + business_id + "?showAll";
IFrame.setSrc(vainu_url);
}
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8. on Lookup Records window Add the newly created recource and close this view. 

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9. When you have closed Web resource window you should have Events tab open. Scroll down to On Event Handlers section, press the green Add to add a Web resource. Create a New one. Select the correct library you just created and write the name of the function "changeURL" to the Function section. Select "Pass execution context as first parameter". Click OK ✅

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Save and publish the changes.  ✅

Note ❗️ The IFRAME src property can be modified dynamically by adding the business ID and country code to the URL as parameters. Microsoft documentation can be found from:

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/use-iframe-and-web-resource-controls-on-a-form

Finished IFRAME element with Vainu View might look like this.

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Should you need more information on our Vainu View solution, chat with us or email at support@vainu.io and we're happy to help you out!  💬