Embedding Engage in Microsoft Dynamics 365

You can add Engage to your Microsoft Dynamics 365 instance.

Prerequisites

  • A Microsoft Dynamics 365 instance and the permissions needed to customize it

  • 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 Microsoft Dynamics 365:

  1. Log in to Microsoft Dynamics 365 and navigate to Settings.
  2. In the Customization section, click Customizations.

    An image of Microsoft Dynamics 365's Settings section.

  3. On the Customization page, click Customize the System.

    An image of Microsoft Dynamics 365's Customize the System page.

  4. On the PowerApps page, under Components, select Entities > Contact > Forms.
  5. Click New, then select the form you want to add Engage to, such as Main Form.

    An image of Microsoft Dynamics 365's Forms page.

  6. Click the Insert tab.
  7. Add a One Column Tab select the new tab and click IFRAME to add an iframe to it.

    An image of Microsoft Dynamics 365's Insert tab on the Forms page showing where to select a one-column tab and create and iframe.

    The Add an IFRAME window is displayed.
  8. Enter the following iframe values.

    An image of the IFRAME Properties window with the values that you need to add and a cross frame scripting option you should clear

    1. Name: IFRAME_Engage
    2. URL: http://about:blank
    3. Label: Eloqua Engage
    4. In the Security section, clear the Restrict cross-frame scripting option.
  9. (Recommended) In the Row Layout section of the Formatting tab, increase the height by setting the number of rows to 20 so that Engage will have enough room to display its information.
  10. On the Dependencies tab, add email as a dependent field.
  11. Click OK to close the Add an IFRAME window.
  12. On the Home tab, click Form Properties.

    An image of the Home tab of the contact form editor window highlighting Form Properties

    The Events tab of the Form Properties window is displayed.
  13. In the Form Libraries section, click Add. The Lookup Record window is displayed.
  14. Select new_EPPOnLoad and click Add.
  15. In the Event Handlers section of the Form Properties window, click Add.

    An image of the Form Properties window highlighting the Add event handler option

    The Handler Properties window is displayed.
  16. From the Library list, select new_EPPOnLoad.

    An image of the Handler Properties window highlighting the new_EPPOnLoad option

  17. In the Function box, enter loadEngage, click OK, and then click OK to close the Form Properties window.
  18. Double-click your new iframe. The IFRAME Properties window is displayed.
  19. Click the Events tab, expand Form Libraries, and double-click new_EPPOnLoad. The Edit Content window is displayed.
  20. Depending on your login type, copy and paste one of the following code snippets into the code editor:

    • Simplified login URL

      function loadEngage() {
      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.

  21. 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; and replace {emailaddress1} with the value in your Microsoft Dynamics 365 instance. For example, it can be emailaddress1, emailaddress1_d, or emailaddress1_i.

    To determine what is used in your Microsoft Dynamics 365 data, inspect an existing contact's email address with your browser's developer tools. For example, to find your value using Google Chrome:

    1. Go to Sales > Contacts and click an existing contact.
    2. Pressing Ctrl+Shift+I to open developer tools.
    3. On the Elements tab, press Ctrl+F and search for emailaddress1.
    4. The value associated with the contact's email address field that is followed by title="{emailAddress}" indicates the value you need to include. In the following example, the needed value is emailaddress1_d.

      An image of a contact being examined by Chrome developer tools

  22. Click OK and then click OK to close the IFRAME Properties window.
  23. On the Home tab, click Save, click Publish, and then close the PowerApps window.

    An image of where to save and publish your changes

Learn more

Engage integration

Engage

Microsoft Dynamics 365, MS Dynamics, EPPOnLoad