Embedding Profiler in Microsoft Dynamics 2013

Profiler can be embedded in Microsoft Dynamics.

Prerequisites:

  • In Oracle Eloqua, build an allowlist of the domains that will be hosting embedded Profiler pages. Learn more in the Configuring Profiler topic.

To install Profiler in Microsoft Dynamics 2013:

  1. Navigate to Settings > Customization > Customizations > Customize the System
  2. Select Entities > Contact > Forms
  3. Double-click the form to which you want to add Profiler.
  4. Click Insert in the top menu.
  5. Add a One Column Tab.
  6. Add an IFRAME to this tab.

    An image of the Insert tab with One Column and IFRAME highlighted.

    • Name: IFRAME_Profiler
    • URL: http://about:blank
    • Label: Eloqua Profiler
    • Ensure that Restrict cross-frame scripting is not selected.
  7. On the Formatting tab, modify the height by setting the number of rows, such as 20.
  8. On the Dependencies tab, add email as a dependent field.
  9. Click OK to close the IFRAME window.
  10. On the Home tab, click Form Properties.
  11. On the Events tab under Form Libraries, click Add and then click New.
    1. Name: new_EPPOnLoad
    2. Type: Script (JScript)
    3. Click Save and Close
  12. Double-click the new_EPPOnLoad form library.
  13. In the text editor, copy and paste one of the following code snippets (depending on your login choice).
    • Direct login

      var newUrl = "https://login.eloqua.com/apps/embed/salesTools/profiler?emailAddress=" + document.getElementById("emailaddress1").title;Xrm.Page.ui.controls.get("IFRAME_Profiler").setSrc(newUrl);

    • Autologin

      var newUrl = "https://login.eloqua.com/autoLogin?LoginPrefix={Login_Prefix}&Url=/apps/embed/salesTools/profiler?emailAddress="+ document.getElementById("emailaddress1").title;Xrm.Page.ui.controls.get("IFRAME_Profiler").setSrc(newUrl);

    • SAML SSO

      var newUrl = "https://login.eloqua.com/auth/saml2/autologin?CheckFrame=false&LoginPrefix={Login_Prefix}&ReturnUrl=/apps/embed/salesTools/profiler?emailAddress="+ document.getElementById("emailaddress1").title;Xrm.Page.ui.controls.get("IFRAME_Profiler").setSrc(newUrl);

    • Replace {Login_Prefix} with your four-character Eloqua login prefix code, such as ELQA. You can alternatively use SiteId={site_ID} with your Eloqua site ID, which is a numeric code. To find your login prefix or your site ID, navigate to Settings > Display Preferences > Company Defaults. You can also choose to ignore this parameter and it will attempt to log you in using the first Eloqua saved credential it finds.

  14. Click Save and click on the newly created library.
  15. Click OK
  16. Click Save

    An image of the Form Properties window.

  17. Publish the model.
  18. Repeat for the Leads entity if needed.

Important: If the IFRAME window appears blank, navigate to Settings > Administration > System Settings > General, and change the setting for Use legacy form rendering to Yes. Microsoft Dynamics will then correctly render the Profiler iframe.

Learn more

Embedding Profiler in Microsoft Dynamics 2016

Embedding Profiler in CRM onDemand

Profiler integration

Profiler