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LinkedIn and MS CRM

May 21st, 2010 DynamicsMSCRM

1) Create the iFrame
Add an Iframe and name it IFRAME_LinkedIn. Uncheck restrict cross-frame scripting box and check the “automatically expand to use available space” box under the row layout section of the formatting tab. Click ok to save the iframe changes.

2) Add Code
Enter the following code on the OnLoad event of the from.

var CRM_FORM_TYPE_CREATE = 1;
var CRM_FORM_TYPE_UPDATE = 2;
switch (crmForm.FormType)
{
case CRM_FORM_TYPE_UPDATE:
crmForm.all.IFRAME_LinkedIn.src=”http://www.linkedin.com/search?search=&company=” + crmForm.all.name.DataValue+ “&currentCompany=currentCompany&searchLocationType=I&countryCode=us&postalCode=” + crmForm.all.address1_postalcode.DataValue+ “&distance=50&sortCriteria=3″;
break;
}

NOTES:
Required Fields
Account Name and Zipcode are required fields for this integration and should be made as required fields in MS-CRM. The Zipcode requirement can be removed by removing the location references in the URL.

Sorting
The lists will be sorted by the default sorting (degrees and Name). This can be changed by changing the sortCriteria value.
1: Number of Connections
2: Degrees and Recommendations
3: Degrees and Name
4: Keyword (CompanyName) relevance

Troubleshooting
If you get a security message when you open the account record or the following message in the LinkedIn iframe “Navigation to the webpage was canceled”, you need to change security settings in Internet Explorer to enable “Display Mixed Content”.

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