Embed Showpad within MS Dynamics – Showpad Help Center

Adding Showpad as a Web app inside MS Dynamics allows your users to quickly access their coursework and browse and share content, all within their CRM. This allows for increased access and adoption of Showpad as a sales enablement tool, as reps can use it without ever having to leave their CRM. You will add Showpad as an iframe into a dashboard in this article.

Whether you use Showpad Coach or just Showpad Content or are a platform admin, the installation setup will be the same.

See how it looks

Key features

Display Showpad content and training materials in a Web Tab in MS Dynamics
Let your sales reps access Showpad easily from within MS Dynamics
Increase Showpad adoption

You need this to succeed

Administrator access to MS Dynamics
Access on Showpad's Online Platform

See how it's done

Navigate to the settings gear and select Advanced Settings.
Click Settings in the top menu, then select Customizations.
Click Customize the System. This will open a pop-up window.
Select Dashboards on the side menu. Choose New and select Dashboard.
Click the IFRAME option. In the name field, add Showpad Web Tab. In the URL field, add your Showpad subdomain like this: https://OrganizationName.showpad.biz/content
Check the box to Display label on Dashboard. Unselect the option to restrict cross-frame scripting. Click OK.
Name the dashboard, for example, Showpad Web Tab, then click Save.
Check the newly created Showpad Web Tab dashboard in the Dashboard overview, and click Publish.
Please make sure you've enabled all the roles needed for the dashboard within the Enable Security Roles section.
Back in the CRM hub, navigate to your dashboards and select Showpad Web Tab. Users will then need to log into their Showpad account.
Browse, search, share, and learn as you usually would in the Showpad Web app.

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