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.
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 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.