Installing Dynamics Contact Panel

Add the eMarketeer Contact Card to a Contact or Lead form in Microsoft Dynamics 365 so contact data shows up directly inside the record.

The Contact Card is an embedded panel that matches records by email. It looks up the Dynamics record's primary email in eMarketeer and shows the corresponding contact information without leaving Dynamics.

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"
11. Click Save, then click Publish.

"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."

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

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

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:

State	What it looks like	What it means
Loading	"Loading eMarketeer…" (gray centered text)	The panel is loading. Wait a few seconds.
Contact card with data	eMarketeer contact information	The record's email was found in eMarketeer.
No matching contact	Empty panel or "no contact" message	The email on this Dynamics record does not match any contact in eMarketeer.
No record context	"No record context available" (gray centered text)	The panel cannot identify the current record. See Troubleshooting below.

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

Symptom	Cause	Solution
Web resource not found in the Components list	The connection may still be processing	Wait 2–3 minutes after connecting, then refresh the form designer. The web resource is created automatically during the connection process.
"No record context available"	"Pass row object-type code and unique identifier as parameters" is not enabled	Edit the form, select the web resource, and enable this setting in the Advanced section. Save and Publish the form.
"No record context available" on a new record	The record has not been saved yet	Save the record first. Dynamics does not pass the record ID to web resources until the record is saved.
"Loading eMarketeer…" stays indefinitely	Network or authentication issue	Verify the Dynamics user has internet access to app.emarketeer.com. Open the browser developer console (F12) and check the Console and Network tabs for errors.
Panel is blank or shows an error	"Restrict cross-frame scripting" is enabled	Edit the form, select the web resource, and disable "Restrict cross-frame scripting where supported" in the Advanced section. Save and Publish the form.
No contact data shown	No matching contact in eMarketeer	The panel matches by email address. Verify the Dynamics record has an email in the Email field, and that the same email exists as a contact in eMarketeer.
Panel missing after reconnecting	Web resource was removed during disconnect	After reconnecting, the web resource is recreated automatically. You may need to re-add it to the form by following the steps above.

Related articles

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