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 more in the Configuring Profiler topic.

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 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);

  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/autoLogin?LoginPrefix=ELQA&Url=/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.

  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 2013

Embedding Profiler in CRM onDemand

Profiler integration

Profiler