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Customize Lead and Contact records to show social profile in an iframe

Update: As of October 2014, the LinkedIn connector is no longer available because LinkedIn has limited their API access.  

In our July 15, 2013 release, we have enhanced our profile page with social data from FullContact. Our redesigned profile screen now features much more social data on your contacts and leads. The FullContact API, requiring only the lead or contact's email address, can bring back data and direct links to the lead or contact's identities on a long list of social networks including Facebook, LinkedIn, Twitter, YouTube and Flickr.

This functionality is available to all customers at no additional cost. Users will see the information on the ClickDimensions profile screen, but we have also created an iframe version of the social data so you may easily embed these social profiles anywhere on your lead and contact records, as seen here:

 

We can pull in pictures and information from common social networking sites such as Facebook, Twitter, LinkedIn, YouTube, Flickr and more. All of this is linked in via the email address. We can pull in direct links to their social pages (underneath their picture) as well as showing their location, job title, score, work history, and direct links to their social sites.

To show this directly in a Contact or Lead main record, you will need to customize the Contact and Lead forms. Add an iframe with the URL https://mscrmapp.clickdimensions.com/profile/social?accountkey= and then your Account Key. You can find your Account Key in your Tracking Script. (Navigate to Settings > ClickDimensions > ClickDimensions Settings and click Tracking Script.) In the iframe settings make sure to check the "Pass record object-type code and unique identifier as parameters' box and uncheck the "Restrict cross-frame scripting, where supported" box. (Read more about this process here.)

Note that the connections are made based on the email address. If the information isn't coming in, you can manually connect someone by copying their page link and then placing it in the LinkedIn field. You'll have to add the LinkedIn field to the View in the Information area of Contacts and Leads. This will bring in the LinkedIn icon to the social area. There are also fields for Twitter and Facebook. Adding these manually will not bring in any images or work experience.

 

2017-05-16T18:15:14+00:00 By |New Releases|2 Comments

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mm
The ClickDimensions marketing team is committed to helping marketers using Microsoft Dynamics 365 achieve their goals.

2 Comments

  1. Seth February 6, 2018 at 12:02 pm - Reply

    Is this still an available feature. When I added the iFrame to my contact record, I get the following error:
    “A security error has occurred. Make sure you are signed into Microsoft Dynamics CRM and try again.” I’m obviously signed in.

    Thanks!

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