Who’s Linked In?
At the most recent DCRMUG meeting I showed a cool example of customizing the CRM Account form and using an IFRAME to display all of the Linkedin contacts for a specific Account record. I got the example from a blog post CRM MVP Matt Witteman made on the Dynamics CRM Team Blog. I’ve had a couple questions about it since so I’ll post the link to the blog post, and then the code.
Here’s the link to the original blog post: http://community.dynamics.com/blogs/cscrmblog/archive/2008/07/16/linkedin-to-microsoft-dynamics-crm.aspx
Nice job, Matt!
Here’s the code, which needs to be in an html file stored on your CRM server. In Matt’s example he puts it in the ISV folder and calls it something like linkedin.html . This file will be the src of the IFRAME. So the IFRAME gets its display from the html file, which in turn calls the program running on the Linkedin server, passing the Account name as an argument.
To get this to work, I had to uncheck “Restrict cross-frame scripting”, and check “Pass record…parameters” for the IFRAME.
Matt’s article is more complete so I recommend you read it if you’re new to this kind of thing, but if you’re a wiley veteran or Ken Phelps, I’ll list the code next.
Richard Knudson – richardk@imginc.com
<html>
<head>
<script src=”http://www.linkedin.com/companyInsider?script&useBorder=no” type=”text/javascript”></script>
</head>
<body>
<center>
<span id=”getlinkedin”></span>
</center>
<script type=”text/javascript”>
var parentForm = parent.frames.document.crmForm;
new LinkedIn.CompanyInsiderBox(”getlinkedin”,parentForm.all.companyname.DataValue);
</script>
</body>
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Lily Said,
July 19, 2011 @ 3:36 pm
Hi Richard,
How do u do that in CRM 2011??
thanks
Richard Knudson Said,
July 19, 2011 @ 3:51 pm
Hi Lily,
Wow — I can’t believe I forgot to update that example for 2011! I’ll write it up and post it shortly. Thanks for the reminder, and thanks for reading!
Richard