Follow

How to insert ClickDimensions Profiles navigation link into custom contact forms

The ClickDimensions solution includes a link on the Contact and Lead forms to a Profile that shows a summary of visit and form data for the Contact/Lead data. (See here for an overview.)

If subsequent customizations to your CRM result in the Profile link being removed from the Contact or Lead navigation, follow the steps in this article to add the Profile link back. This procedure applies for CRM versions 2011, 2013, 2015 and 2016. (Note: If you have multiple forms for the Contact or Lead in CRM, you may wish to add the Profile link to your additional forms as well. When custom contact forms are created prior to the installation the ClickDimensions solution, the custom forms will not display the Profiles area.)

NOTE: You must complete both part 1 and part 2 for this to function correctly.

Part 1:  Add this functionality to the custom contact forms.

  1. Launch CRM and navigate to Settings > Customizations > Customize the System
  2. Expand Entities under Components node
  3. Find Contact entity and select Forms
  4. Open the form you want to change
  5. In the Home ribbon area select Navigation
  6. Click on the Insert tab on the ribbon and click the Navigation Link button to insert a new navigation item
  7. Enter the following: Name: Profile Icon: cdi_visitorprofile (this is a web resource that is included in the ClickDimensions solution.)
  8. Select External URL and enter the following: https://app.clickdimensions.com/MSCRM/V2011/pages/Profile.aspx?accountKey=<<accountkey>>
    Please note this will need to be https://app.clickdimensions.com/MSCRM/v2013/pages/Profile.aspx?accountKey=<<accountkey>> for 2013 systems or https://app.clickdimensions.com/MSCRM/v2015/pages/Profile.aspx?accountKey=<<accountkey>> for 2015 systems. Please note this will need to be https://app-eu.clickdimensions.com/MSCRM/v2013/pages/Profile.aspx?accountKey=<<accountkey>> for 2013 systems on the EU server or https://app-eu.clickdimensions.com/MSCRM/v2015/pages/Profile.aspx?accountKey=<<accountkey>> for 2015 systems on the EU server.
    NOTE: The AccountKey placeholder in the link above should be replaced with the actual AccountKey that was provided with your solution.  For example the URL will resemble:  https://app.clickdimensions.com/MSCRM/V2011/pages/Profile.aspx?accountKey=abCDABcdkfUFVyABcde. You can locate your AccountKey by navigating in CRM to the ClickDimensions Settings page and clicking the Tracking Script icon. The AccountKey is specified in one of the lines of the tracking script.



  9. Go back to Home tab then Save and Publish

You will now have a Profile link on the form, but it will not yet work. You must modify the XML for the form to make sure parameters are being passed to the link correctly.

Part 2: Modify the form XML:

  1. In CRM, go to Solutions and create a new temporary solution to work with. Add the Contact (or Lead) entity to the solution and save it. (When adding the Contact or Lead entity to your temporary solution, do NOT include dependent items. These are not necessary for this modification.)

  2. After you have save the new solution, click Export Solution

  3. Click Next > Next NOTE:  You can disregard the warning about missing Required Components.

  4.  Export the solution as an Unmanaged solution. Click Export and save the zip file to your desktop.

  5. Extract contents of the zip file and, in the folder, locate the customizations.xml file. Open customizations.xml with Notepad or another text/XML editor.

  6. Perform a find on the word Profile.  You will find an integration point resembling: <NavBarItem Id="navLink{a8943961-b6a0-8161-4384-a53b9b60435a}" Sequence="21" Area="Info" Icon="$webresource:cdi_visitorprofile" Url="https://app.clickdimensions.com/MSCRM/V2011/pages/Profile.aspx?accountKey=aBCDEtWFVyBKabc"> <Titles> <Title Text="Profile" LCID="1033"/> </Titles> </NavBarItem> NOTE:  In the integration point above the Profiles navigation link will not work because we need information to be passed from the account record. The next steps describe how to modify this XML.

  7. Add a PassParams=”1” settings key to the integration point, which should now resemble the following (note that the properties must be in the correct order: Sequence, Area, then the PassParams property): <NavBarItem Id="navLink{a8943961-b6a0-8161-4384-a53b9b60435a}" Sequence="21" Area="Info" PassParams="1" Icon="$webresource:cdi_visitorprofile" Url="https://app.clickdimensions.com/MSCRM/V2011/pages/Profile.aspx?accountKey=aBCDEtWFVyBKabc"> <Titles> <Title Text="Profiles" LCID="1033"/> </Titles> </NavBarItem>

  8. If the entity has multiple forms, be sure to change all Profiles navigation links in the XML for each of the forms.

  9. Save the customizations.xml file

  10. Zip all the contents of the folder you extracted, including your modified customizations.xml file

  11. In CRM go to Solutions area click Import

  12. Browse the newly created zip file

  13. Select Next > Next

  14. Finally Publish All
Have more questions? Submit a request

0 Comments

Article is closed for comments.