Friday, July 11, 2014

Integrate Twitter widget with MS CRM

You can see all the tweets of your twitter account in MS CRM. Below are the steps to be followed to integrate Twitter widget in MSCRM.

- Log on to your Twitter account.
- Click on Settings symbol (1) in twitter and select Settings.
- Select 'Widgets' in left panel.
- Click on 'Create new' button.
- Select 'User timeline' under 'Choose a timeline source' option.



A) Setting Widget properties in Twitter.

- Leave Username(2) as auto populated with your twitter user name, select 'Options'(3), 'Height'(4), 'Theme'(5) and 'Link color'(6) as your wish.
- Any changes you made in these properties are reflecting under Preview(8) in right side.
- Click on 'Create widget'
- Copy an HTML code(7) generated just below the Preview.
- Log on to MS CRM organization.
- Create one HTML webresource by adding the copied HTML code inside <body> tag.
- Create/Edit a dashboard to add newly created HTML webresource as a component in that dashboard.
- Save, Close and publish the dashborad.

- Go to that dashboard in CRM and you should be able to see all your tweets on CRM dashboard as in below image.


B) Twitter widget integrated with MS CRM dashboard

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