Monday, October 17, 2011

MSCRM 2011: Adding the LinkedIn Interface to a CRM form

In the sample below I will show you how to integrate Microsoft Dynamics CRM and LinkedIn. I found a post from Leon Tribe (an MVP for Microsoft Dynamics CRM) that explains it clearly for Microsoft Dynamics CRM 2011. Below are the detailed steps:

* Save the below html code to an html file (Copy and paste into Notepad and then do a Save As)

<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>


*Go to CRM, Settings, Customizations, Customize The System, Web Resources and Click the New button.
* Give the Web Resource a name and specify the type as a Web Page. Browse to the location where you saved your html file, select it and then press the save button.
* Customize the lead entity by going to Settings, Customizations, Customize the Solution, Entities, Leads, Form and add the Web Resource to the Main Form. Open up the Main Form, click the Insert tab and select the Web Resource that you just created.
* Save and Publish

You will now see a windows on the Lead form for the LinkedIn interface. When you change the Lead record’s Company, the LinkedIn window is adjusted to show you who you know that works there and a link to show everyone else that works there that you may have access to.

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