If you're using Sales Intelligence with Dynamics CRM integration, you have access to our new iFrame integration (aka new company profile view) already. You have to enable the new company profile view by following the instructions given in this article.
This new iFrame provides you with a detailed company data through the updated Company Profile. With improved company and contact enrichment capabilities, the new company profile view leverages the value you get from your existing Dynamics CRM integration. It's easy to setup and reduces any configuration friction.
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.
Why Should You Switch To The New Company Profile View?
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.
Let's Get Started!
If you're using Dynamics CRM integration already, you can access the new Company Profile directly from the CRM's organization view. This means:
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.
Prerequisites
Integrated with Dealfront CRM integrations with Dynamics 365 (cloud)
Upgrade to the latest version of the package.
How to upgrade your Dynamics Package
Open the Dynamics Apps marketplace using the following link.
Click Free trial.
Select the Environment where the app is installed and accept the Terms and Conditions.
Your app will be upgraded to the latest version.
How to Access the New Company Profile View in Your Dynamics CRM?
If your Dynamics is using the Modern look.
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:
Name: Dealfront
Label: Dealfront
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.
Well done on enabling the new company profile view. Now let's take a look at how to start using it to multifold the value of your Dynamics CRM integration.
If your Dynamics is using the Old look.
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:
Name: Dealfront
Label: Dealfront
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 🚀
How to enable the Dealfront iFrame for a specific set of users?
When creating or adjusting Forms in Dynamics 365, you can specify the Security Roles that will have access to each form. To restrict access to the Dealfront embedded Company Profile view for a specific group of users, we recommend creating a dedicated copy of the existing Accounts Form. This customized form should include the Dealfront iFrame as a web resource, and you can then assign it to the desired set of users based on their Security Roles.
How to Use the New Company Profile?
Open a specific CRM Account and you will get the embedded view from Dealfront.
If your user has access to more than one Dealfront account you will get the account selector.
If not, user will get immediate access to the New Company Profile (formerly named Connect)
Enrichment of your CRM data:
In today’s data-driven world, having accurate and complete information about your leads and customers is key to successful sales and marketing strategies. Data enrichment is all about improving your existing data by adding useful insights and context, helping you make better decisions and connect more effectively.
The fields eligible for enrichment, along with details on how to enrich a company or contact through the new company profile, can be found in the following help article.
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Questions, comments, feedback? Please let us know by contacting our support team via live chat or by sending us an email at support@dealfront.com.
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