Embedding Engage in Microsoft Dynamics 2013

You can embed Engage in Microsoft Dynamics 2013.

Prerequisites:

  • Build an allowlist of the domains that will be hosting embedded Engage pages. Learn more in the Configuring Engage topic.

  • Determine the Oracle Eloqua login URL you want to use. You can use the simplified login URL or a specific legacy URL based on the desired login method. Learn more.

 

To install Engage in Dynamics 2013:

  1. Navigate to Settings > Customization > Customizations > Customize the System.
  2. Select Entities > Contact > Forms.
  3. Double-click the form you want to add Engage to, such as Main.
  4. Click Insert in the top menu.
  5. Add a One Column Tab. Name it whatever you like.
  6. Add an IFRAME to this tab.

    An image of the Microsoft Dynamics top menu. The Insert tab, One Column option, and IFRAME button are all highlighted in red boxes.

    1. Name: IFRAME_Engage
    2. URL: http://about:blank
    3. Label: Eloqua Engage
    4. Ensure that Restrict cross-frame scripting is unchecked
  7. Select the Formatting tab. Modify the height by setting the number of rows (try 20).
  8. Select the Dependencies tab. Add email as a dependent field.
  9. Click OK to close the IFRAME window.
  10. On the Form model, click Form Properties.
  11. Click the Events tab.
  12. In the Form Libraries section, click Add and then click New.
    1. Name: new_EPPOnLoad
    2. Type: Script (JScript)
    3. Click Save and Close
  13. Now double-click on the newly created Form Library new_EPPOnLoad.
  14. In the Text Editor copy and paste one of the following code snippets (depending on your login choice).

    • Simplified login URL

      var newUrl = "https://login.eloqua.com/siteLogin?SiteName={CompanyName}&ReturnUrl=/apps/embed/salesTools/engage/compose
      Xrm.Page.ui.controls.get("IFRAME_Engage").setSrc(newUrl);

    • To use the legacy URLs, replace the newURL in the code above with the Legacy login URLs.

  15. Customize the Engage URL with parameters that support the desired experience for your sales users. Learn more.

    Tip: To pass the email address of the contact or lead add the following parameter to the URL emailAddress="+ document.getElementById("{emailaddress1}").title;.

  16. Click Save and click on the newly created library.
  17. Click OK
  18. Click Save

    An image of the Form Properties window.

  19. Click Publish.
  20. Repeat for the Leads entity, if desired.

Learn more

Engage integration

Engage