From Classic UI

Follow the steps below to embed IFrame from Classic UI:

  • Go to Settings --> Customizations --> Customize the System. A Default solution will open.

  • Now on the left pane go to Components --> Entities.

  • Expand the Entity drop down --> Select Forms for the Entity you want to create embedded tab for.

  • Under the Active Forms select any Name for which Form Type is Main.

  • The Forms window will open --> Go to Insert tab --> Insert One Column Tab anywhere on the form framework.

  • Go to Home --> Click on Change Properties.

  • A tab Properties Window will be opened --> Enter the name in Name and Label --> Click on OK.

  • Go to Insert tab --> click on Web Resource.

  • In Web resource field enter ikl_/Attach2Dynamics/Library/index.html --> Enter name in Name and Label --> Scroll down and check the Pass record object-type code and unique identifier as parameters box --> Click on OK.

  • Go to Home --> Click on Save and Publish.

  • Now navigate to Entity (for which you have configured the Form) and open a record--> Scroll down and you can see your desired tab embedded in the page.

Note: When using SharePoint Security Sync in a web resource, the default Attach2Dynamics Display Name and Name will appear. You can ignore the default Name and proceed with the configuration.

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