Installing Dynamics Contact Panel

The Contact Card is an embedded panel that displays eMarketeer contact information directly inside Microsoft Dynamics 365. When placed on a Contact or Lead form, it lets you view eMarketeer data for the current record without leaving Dynamics.

The Contact Card matches records by email address — it looks up the Dynamics record’s primary email in eMarketeer and shows the corresponding contact information.

Prerequisites

Before you begin:

• Your eMarketeer account must be connected to Dynamics 365. If you have not connected yet, follow the Dynamics 365 Installation Guide.
• The Contact Card web resource is automatically created in your Dynamics environment when you connect. No manual installation is needed.
• You need the System Administrator or System Customizer role in Dynamics 365 to add the web resource to forms.

Adding the Contact Card to a Contact Form

These steps use the modern Power Apps form designer.

1. Sign in to Power Apps and verify you are in the correct environment.
2. In the left navigation, select Tables, then open the Contact table.
3. Select Forms, choose the Main form you want to edit, and click Edit.
4. In the form designer, open the Components pane on the left side.
5. Expand the Display section.
6. Select HTML Web resource.
7. Find eMarketeer Contact Card in the list and click Add. We recommend placing it in a dedicated section or tab for a clean layout.
8. Select the web resource on the form to open the Properties pane on the right.
9. Configure the display properties:
   • Hide label: Enable (recommended for a cleaner look)
   • Component height: Set to 8–10 rows (approximately 300–400px)
   • Scrolling: As Necessary
   • Display border: Disable (for a seamless embedded look)
10. Scroll down to the Advanced section and configure:
    • Enable “Pass row object-type code and unique identifier as parameters”
    • Disable “Restrict cross-frame scripting where supported”

⚠️ Important: “Pass row object-type code and unique identifier as parameters” is required. Without it, the panel cannot identify which record you are viewing and will show “No record context available.”

⚠️ Important: “Restrict cross-frame scripting where supported” must be disabled. When enabled, it blocks the JavaScript that the Contact Card needs to function.

11. Click Save, then click Publish.

Open any saved Contact record to verify the eMarketeer Contact Card appears and displays data.

Note: If you are using the classic form editor instead of Power Apps, select the Insert tab on the ribbon, then click Web Resource. The configuration options are the same but appear in a dialog box with tabs (General, Formatting, Dependencies) instead of a side pane.

Adding the Contact Card to a Lead Form

The same web resource works for both Contact and Lead forms. Follow the same steps as above, but open the Lead table instead of the Contact table in step 2.

The Contact Card reads the entity type automatically, so no additional configuration is needed for Lead forms.

Using the Contact Card

When you open a Contact or Lead record that has the Contact Card on the form, the panel loads automatically. It retrieves the record’s primary email address and looks up the corresponding contact in eMarketeer.

What You May See

Note: The Contact Card only works on saved records. If you are creating a new Contact or Lead, save the record first. Dynamics does not pass the record information to the panel until the record is saved.

Troubleshooting

Related Articles

• Dynamics 365 Installation Guide
• Legal Basis & Subscription Sync
• Importing Contacts from Dynamics
• Journey Steps