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How to embed Jointflows into MS CRM Dynamics 365

This article explains how to display View of the Jointflows project linked to an Opportunity.  

Editing In the Opportunity Object in the Power App portal, open the Forms menu and select the form in which you'd like to embed Jointflows: 

Use the layout that works for your business. In this example we have:

  • Clicked on Components (Left hand side menu) and added a new 1-column Tab.

     

  • Added two sections under this new Tab (one for Data Points if you want them, one for the live project view).  
  • Clicked on Table Columns and added the four Jointflows fields previously created into the top section.

To created the embedded component displaying the Jointflows project view: 

  • Click on Components again (little squares top left menu)
  • Type Web in the Search Bar
  • Drop an "External Website" into the newly created Section
  • Set the URL to : https://YOURSUBDOMAIN.appjointflows.com/crm_project/?navbars=False&actions=True
  • Set the Components height to 8 or 10 rows.
  • In Advanced (bottom right) tick the  Pass record object-type code and unique identifier as parameters option.

 

Here is what the result looks like: