May 16th, 2017 | by

RainKing’s Microsoft Dynamics CRM Plugin will only work with 2013 Microsoft Dynamics CRM Online version 7 or above.

RainKing’s Dynamics Plugin Solution can be downloaded here.

The endpoint for the API record is: https://api3.rainkingonline.com

 

To install RainKing’s Microsoft Dynamics CRM Plugin, first obtain the zip file from your RainKing account representative. This file is imported into Dynamics CRM under Settings >> Solutions:

 1.png

Select “Import” then browse to find the RainKing Zip File. Select to Import the file:

 

2.png

 

The import will take anywhere from 1 to 5 minutes. Once the Solution has been imported, make sure to “Publish All Customizations:”

 3.png

After publishing the imported file, you will need to create the RainKing API record. To do that, select the Advanced Filter icon in the top-right corner:

 4.png

 

In the Advanced Filter, look for “RKAPIs” and select the Results button:

 5.png

 

This search should not locate an RKAPI, so select “New RKAPI:”

 

6.png

 

In the New RKAPI, the Name should be “rk”. Next, add the Token and Endpoint you received from your RainKing representative:

 

7.png 

This Custom Entity is added to your Dynamics CRM and Admins automatically have access to it. If you have non-Admins who will be using RainKing Dynamics CRM Plugin, you will want to give those users “Read” access to the RKAPI Custom Entity. To do that in Dynamics select Settings >> Security >> Security Roles:

 

8.png 

 For each Security Role that will be accessing RainKing’s Dynamics CRM Plugin, select the “Custom Entities” tab and give “Read” permission to the RKAPI record:

 9.png

 

Select to Save those changes. Next, select Settings >> Administration >> System Settings:

 

10.png

 

In General System Settings, scroll to the bottom and select “Yes” for “Use legacy form rendering”:

*Note: If your edition of Microsoft Dynamics CRM does not have a “Use legacy form rendering” option then disregard this step.

 11.png

 

Select “OK” to close this window. To add RainKing’s Plugin to Lead, Account and Contact Forms in Dynamics, select Settings >> Customizations >> Customize the System:

 

12.jpg

 

To add RainKing’s Plugin to an Account Form, select Entities >> Account >> Form then select the Form to add the Plugin to:

 13.jpg

 

On the Account Form, first click on where you want to add RainKing’s Plugin then select Insert >> One Column:

 14.jpg

 

Double-click the new “Tab” added and change the Label to “RainKing Content”:

 

15.jpg

 

Click in the new section added, then click IFRAME to add an IFRAME to the new section just added:

 16.jpg

 

The Name should be “IFRAME_RK”, the URL is “about:blank” and the Label is “RK:”

 17.jpg

 

On the Formatting tab, make sure it’s One Column and 30 Rows:

 18.jpg

 

On the Events tab, select to “Add” a Form Library then select “new_rk_Iframe:”

 19.jpg

 20.jpg

 

With the new RK IFRAME Added to the Form Library, scroll down to “Event Handlers” and select to “Add” this IFRAME with the function “handleIFrame”:

 21.jpg

 22.jpg

 

With that set, on the Form select Save and Publish and the RainKing Plugin is set for this Account Form:

 

23.jpg

To add RainKing’s Plugin to a Contact Form, in “Customize the System” select Entities >> Contact >> Forms then open the Form to add the Plugin:

 24.jpg

 

Select the area of the form where you want to add RainKing’s Plugin and click Insert >> One Column:

 25.jpg

 

Double-click the new “Tab” added and change the Label to “RainKing Content”:

 26.jpg

 

Click OK to close that box, then click in the “Section” of the new Tab added and click to Insert IFRAME:

 27.jpg

 

Double-click the IFRAME added and name it “IFRAME_RK”, the URL is “about:blank” and the Label is “RK”:

 28.jpg

 

Set the “Formatting” tab to One Column and Number of Rows to 30:

 29.jpg

 

On the Events tab, select to Add a Form Library then select the new_rk_IFrame:

 30.jpg

 31.jpg

 

With that added, scroll down to Event Handlers and click Add:

 32.jpg

 

Select the “new_rk_IFrame” and make sure it’s Function is “handleIFrameContact:”

 33.jpg

 

Select “OK” and “OK” on the two opened pop-ups then select Save and Publish customizations to the Contact Form and the Plugin is configured for Contacts:

 34.jpg

 

Finally, to add RainKing’s Plugin to Lead Forms in Customize the System select Entities >> Leads >> Forms then select the Form to add the Plugin:

 35.jpg

 

Scroll down to the section of the form where you want to add RainKing’s Plugin, click that area then click Insert >> One Column:

 36.jpg

 

Double-click the new “Tab” just added and change the Label to “RainKing Content:”

 37.jpg

 

Click in the new Section just added then click Insert >> IFRAME:

 38.jpg

 

Name the IFRAME, “IFRAME_RK”, the URL is “about:blank” and the Label is “RK:”

 39.jpg

 

Set the “Formatting” tab to One Column and Number of Rows to 30:

 40.jpg

 

Under the “Events” tab select to Add a new Form Library:

 41.jpg

 

Select to Add “new_rk_Iframe:”

 42.jpg

 

In IFRAME Properties, scroll down to “Event Handlers” and select “Add:”

 43.jpg

 

Select the new_rk_IFrame and set it’s Function to “handleIFrameLead:”

 44.jpg

 

Select “OK” on both open pop-ups then select Save and Publish the Form changes:

 45.jpg

 

After setting up the forms, go to Security Roles and give access to the RKAPI entity to Security Roles that will be accessing RainKing’s Plugin:

 46.png

With those configurations complete, RainKing’s Plugin is installed and configured in your Dynamics CRM. You can now load a record to view data in the Plugin:

 47.png

 

For records that have not been “linked” to RainKing, RainKing will first ask the user to confirm the record:

 48.png

 

Once linked, the Plugin will return data for the selected record:

 49.jpg

 

If for any reason a bad linkage is made between the Dynamics CRM Plugin and RainKing, use the “Wrong Company” button to “break” the linkage:

 50.jpg

 

The Links – for “Company Profile”, “View People”, “Org Chart”, and “Responsibility Matrix” will take the user to RainKing to view those features:

 51.jpg

 

If you see this message in the Plugin:

 52.jpg

 

That means either the user is not a RainKing license holder, or the email address of the user loading the record in Dynamics does not match the email address listed in RainKing. Please send the email address for that user – exactly as it’s listed in Microsoft Dynamics CRM – to [email protected] to add. RainKing authenticates calls from users in Dynamics CRM on matching email address so if the email address from Dynamics CRM does not match, the Plugin won’t work effectively for them.

 

Your Dynamics CRM Plugin has now been successfully installed.

DiscoverOrg
About the author

DiscoverOrg