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Hi,
Is it possible to show Contact or Lead forms as an Iframe on the external application? Following is my requirement.
When a call comes to our IVR we need to show the calling customer's contact form or Lead for inside IVR application as an Iframe.
We know how to build the record URL using the Guid, but How can we handle the authentication, what is the best and safe approach for the requirement.
Kindly Advice.
Many Thanks
Nijo
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Hi
You can actually use Unified Service Desk specially designed for this kind of scenarios.
check this: technet.microsoft.com/.../dn646899.aspx
Regards,
Pranav
you need to create a website that connects to CRM in order to fetch the contact information and call the website to display the info
Hi,
Thank you for teh reply,
So we cannot open CRM pages on an external application's IFrame, not even teh login page.
The only available option is to pass the required information to IVR using a Webservice and display on a custom HTML page.
Thanks and Regards,
Nijo
Alex pointed correctly, You cannot open Dynamics screens in an iframe
it is hard to make without user and password, i think you can set internet explorer security settings, and
ask to user only one time for password , and other clicks its not necessar password.
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