Easily integrate Twitter search results about your clients in Microsoft CRM

April 28, 2009 at 5:12 pm | Posted in Uncategorized | 1 Comment

It’s difficult to escape the Twitter hype nowadays, but in all honesty this “micro-blogging” tool is indeed a great source to be mined.  Twitterers can have informed opinions and news regarding some of your top clients, and having access to that information can be very valuable.  Disregard this resource at its own risk.

If your company is interested in learning about what the Twitterscape is chattering about your dearest customers, check out this easy-to-implement iFrame addition to your Microsoft CRM.  It’s basically a iFrame coupled with JavaScript that takes your customer’s Account Name and queries it on the Twitter Search page, all within a tab in CRM. You’ll be up and running in 10 minutes or less.  You will need at least System Customizer security permissions to implement.

twitter-and-microsoft-crm-250x154See all the steps to adding this functionality after the jump.

  1. Navigate to: Settings >> Customization >> Customize Entities >> Account.  The Account entity window will open.
  2. Click on “Forms and Views”, then double-click “Form”.  The “Form: Account” window will open.
  3. Click “Add a Tab” and create a new tab called “Twitter”. Click OK.
  4. Click “Add a Section” and call it “Twitter”.  Click OK.
  5. Click “Add an IFRAME”.
    • In the Name section, call it IFRAME_TwitterSearch.
    • Put about:blank as the URL.  The JavaScript that we will add later will populate the Twitter Search string.
    • Make sure “Pass record object-type code and unique indentifier as parameters” is checked.
    • Uncheck “Restrict cross-frame scripting.”
    • Click on the Formatting tab, and set it to automaticall expand to use available space.
    • Click OK.
  6. Back at the “Form: Account” window, click on Form Properties.
  7. Select OnLoad, then click on Edit.
  8. Check the “Event is Enabled” box, then add the below JavaScript code.  Click OK when finished.
  9. var CRM_FORM_TYPE_CREATE = 1;
    switch (crmForm.FormType)
    crmForm.all.IFRAME_TwitterSearch.src="http://search.twitter.com/search?q=" + crmForm.all.name.DataValue;

  10. Save all changes to your Account form.
  11. Don’t forget to publish your changes!  At the “Entity: Account” window, click on Actions at the top and select Publish.
  12. Enjoy!


Happy CRMing and TWITTER Guys.


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