If You Already Have Dynamics CRM Integrated: You will automatically have the new iFrame functionality available. Just follow the instructions given below in this article to set it up in seconds and multifold the value you get from your CRM integration.

If You Don't Have Dynamics CRM Integrated Yet or You Are New To The Platform: You'll need to enable Dynamics integration first to access the new company profile view. Please follow this help article to find instructions to integrate your Dynamics CRM with Dealfront.

Streamlined Prospecting for Marketing and Sales Teams: Marketing and sales leaders often create prospect lists based on Ideal Customer Profile (ICP) criteria and assign these lists to sales teams via the CRM. With the new company profile view, sales representatives can access comprehensive company data directly within the CRM without switching between apps. This includes identifying the right contact person, viewing recent company events to use as conversation starters, and getting a complete view of the prospect. This integrated approach eliminates the need to manually search through various sources, saving time and providing immediate insights.

Optimizing Contact Data Management Add new contacts to your CRM and enrich existing company and contacts. This approach helps maintain a clean CRM and reduces the ongoing effort required to keep information updated.

Enhancing Existing CRM Records: All native integrations primarily focuses on pushing new data into the CRM to create records. Add a new company profile capability to it to enrich existing CRM records with up-to-date information. This allows marketing and sales teams to supplement current records with relevant details, ensuring that their data is always current and actionable.

You can enrich company and contact data that is already connected to your CRM.

Enrichment fields are dynamically pulled based on your account's configuration settings (Outgoing Field Mapping).

You can also add new contacts to your CRM directly from the iFrame window.

Integrated with Dealfront CRM integrations with Dynamics 365 (cloud)

Upgrade to the latest version of the package.

Click on Settings > Advanced Settings

Then select Customizations

Select Customize the System:

Click on Tables and then click Account

To adjust the page layouts, you need to click on Forms. Find the relevant page layout and click on its name to edit it.

From top menu click on Components and search for Web Resource

Drag and drop the Web Resource in your page layout.

Search for “Dealfront Company Profile” and click on it.

Name the elements as follows:

Component height set it to 20 rows

In the Advanced section check the “Pass record object-type code and unique identifier as parameters.”

Click Save and publish.

Open Dynamics account as administrator.

Navigate to Settings > Advanced Settings.

Click on top menu next to Settings and then click on Customizations

Click Customize the System:

A popup will open up (if not, make sure that is allowed to open popups in your browser) where you need to select Entities > Accounts > Forms

Scroll to find the default Form template that you are using for the Accounts (most of the cases it should be “Accounts” with form type “Main”. Then click on the name and a new modal will open up.

From top menu switch to “Insert” tab and then “Web Resource”

Find the section / column that you would like to add the Web Resource to. It’s suggested that it will have at least 700px width.

Click on Insert tab and then Web Resource.

In General tab set the following values:

In the "Formatting” section set the “Select the number of rows the control occupies.” to 20. This is needed in order to adjust accordingly the height of the Web resource window.

Make sure that you check the “Pass record object-type code and unique identifier as parameters.”

Click OK and then Save and Publish the Form view.

You are ready to start using the iFrame 🚀

Open a specific CRM Account and you will get the embedded view from Dealfront.

CRM Integrations

Enrichment via iFrame Integrations