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Customer experience | Sales, Customer Insights,...
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Use of Pendo with Dynamics 365

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Posted on by 22

Hi I want to ask if we are able to use a script that is available on all pages of Dynamics. I am trying to integrate the Pendo javascript like:

<script>
(function(apiKey){
(function(p,e,n,d,o){var v,w,x,y,z;o=p[d]=p[d]||{};o._q=[];
v=['initialize','identify','updateOptions','pageLoad'];for(w=0,x=v.length;w<x;++w)(function(m){
o[m]=o[m]||function(){o._q[m===v[0]?'unshift':'push']([m].concat([].slice.call(arguments,0)));};})(v[w]);
y=e.createElement(n);y.async=!0;y.src='cdn.pendo.io/.../pendo.js';
z=e.getElementsByTagName(n)[0];z.parentNode.insertBefore(y,z);})(window,document,'script','pendo');

// Call this whenever information about your visitors becomes available
// Please use Strings, Numbers, or Bools for value types.
pendo.initialize({
visitor: {
id: 'VISITOR-UNIQUE-ID' // Required if user is logged in
// email: // Recommended if using Pendo Feedback, or NPS Email
// full_name: // Recommended if using Pendo Feedback
// role: // Optional

// You can add any additional visitor level key-values here,
// as long as it's not one of the above reserved names.
},

account: {
id: 'ACCOUNT-UNIQUE-ID' // Highly recommended
// name: // Optional
// is_paying: // Recommended if using Pendo Feedback
// monthly_value:// Recommended if using Pendo Feedback
// planLevel: // Optional
// planPrice: // Optional
// creationDate: // Optional

// You can add any additional account level key-values here,
// as long as it's not one of the above reserved names.
}
});
})('');
</script>

Usually the script should be added to the common HTML template for websites but I am not sure how to do in the context of Dynamics. 

I have the same question (0)
  • Suggested answer
    Fubar Profile Picture
    2,761 on at

    In the Dynamics 365 Portals app, in the Administration section "Enable Traffic Analysis" (Updates a Content Snippet "Tracking Code".

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