Embedding Profiler in Microsoft Dynamics 2016

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 how to configure Profiler.

  • 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. The steps below assume you are using the simplified login URL.

To install Profiler in Dynamics:

  1. Navigate to Menu > Settings > Customization > Customizations > Customize the System.
  2. Under Components, select Entities > Contact > Forms.
  3. Click New, then select the form to which you want to add Profiler.
  4. Click the Insert tab 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 unchecked
  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 in the Form section.
  11. Under Form Libraries, click Add, then click New.
    • Name: new_EPPOnLoad
    • Type: Script (JScript)
  12. Click the text editor button that appears.
  13. In the text editor, copy and paste the following string: function loadProfiler() {
  14. Copy and paste one of the simplified login URL code snippet below. To use the legacy URLs, replace the URL value above with the Legacy login URLs.

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

  15. Be sure to close everything with a final }. If you chose auto-login, your code should look something like this:

    function loadProfiler() {var newUrl = "https://login.eloqua.com/siteLogin?SiteName={CompanyName}&ReturnUrl=/apps/embed/salesTools/profiler?emailAddress="+ document.getElementById("emailaddress1").title;Xrm.Page.ui.controls.get("IFRAME_Profiler").setSrc(newUrl);}

  16. Click OK to close the text editor.
  17. Click Save, then click Publish, and close the window.
  18. Close the Look Up Record window.
  19. Under Event Handlers, click Add.
  20. Select the new function you created from the list and then name it.
  21. Click OK.

    An image of the Form Properties window.

  22. Click OK in the Form Properties window.
  23. Click Save, then click Publish on your form.
  24. 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 365

Profiler integration

Profiler