Configuring the SalesHood tab in Dynamics

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 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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