Integrating CRM 4.0 Contacts with Facebook
CRM stores information about your contacts. Facebook also stores information about contacts. By merging the two entities together you can view Facebook profiles from within a CRM entity page! When we are done, our contact entity page will be able to do the following:
There are 2 main tasks here. The first is customizing CRM so that the contact entity can display a Facebook profile. The second is to write a web page that will redirect requests to the proper Facebook page.
I. Customize CRM
Step 1: Add an attribute to the contact entity that will store the Facebook User Id as a string. By storing this attribute in CRM, load times of Facebook profiles are greatly increased.
1. Navigate to Settings -> Customization -> Customize Entities.
2. Open up the contact entity.
3. Click “Attributes” and then click New
4. Fill out the DisplayName and the Name and select a type of nvarchar. All the defaults are fine. Click “Save and Close”.
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