Configuring the SalesHood tab in Dynamics

Overview

This guide explains how a Dynamics Admin can create a tab in Dynamics to display SalesHood embedded in an iframe within Dynamics. Please note that this is not included in the Dynamics Integration.

Below are the steps an Admin can take to configure SalesHood in Dynamics

Step 1: Log into Dynamics as an admin user.

Step 2: Click on Settings > Advanced Settings.

Step 3: Select Customize the System

Step 4: Select Web Resources > New (this will open a new tab)

Step 5: Fill out the form as below:

  • Name: SalesHoodIframeTab
  • Display Name: SalesHood
  • Description: This web resource can be used to display SalesHood as an iframe in Dynamics.
  • Type: Webpage (HTML)
  • Language: English
  • Upload File: Upload an HTML file with the snippet below (IMPORTANT: Replace https://app.saleshood.com with your correct subdomain for your SalesHood instance (i.e. https://mysubdomain.saleshood.com). If this step is not followed, the web recorder will not function properly.)
<html>
   <head>
      <meta charset="utf-8">
      <title>SalesHood Tab Iframe</title>
   </head>
   <body>
      <iframe src="https://app.saleshood.com" allow="microphone; camera" style="margin: 0px; padding: 0px; border: currentColor; border-image: none; left: 0px; top: 0px; width: 100%; height: 100%; right: 0px; bottom: 0px; overflow: hidden; position: fixed; z-index: 999999;">
      </iframe>
   </body>
</html>
Step 6: Save

Step 7: Publish

Step 8: Navigate back to the Solution that you are customizing (this should be the previous tab)

Step 9: Click Client Extensions > Site Map (may have to double click “Site Map”)

Note: If you want the tab to be surfaced in the Dynamics Sales Professional app, then select Sales Professional

Step 10: The “Sitemap Designer” should open in a new tab.

Step 11: The SalesHood tab will be added in as a subarea. To do this, drag the “Subarea” card in to the sitemap designer to the desired Group.

In this case, we will Drag “Subarea” into the “Enablement” Group.

Step 12: Configure the new Subarea with the following properties:

  • Type: Web Resource
  • URL: SalesHood
  • Title: SalesHood

Step 13: Save

Step 14: Publish

Step 15: Wait a few moments for the updates to take effect, then open Dynamics and refresh to see the SalesHood tab that displays SalesHood iframed within Dynamics.

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