Embed Showpad within MS Dynamics

Note: This article is no longer maintained. For updated information, please refer to the corresponding Admin App article. We recommend updating your links if you’ve linked to this article.

Adding the Showpad 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. In this article, you will see how you can add Showpad as a Web Resource.

Note: This flow is not officially supported for the MS Dynamics mobile application. For surfacing Showpad in the MS Dynamics mobile application, we recommend configuring a site map item that directly opens a URL in a mobile browser rather than the Web resource method specified in this article.

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

Upload the HTML and SVG Web resources to MS Dynamics

Download the MS Dynamics SVG file attached at the bottom of this article.
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 Web Resources on the side menu. Click New.
In the name field, add 'ShowpadWebRource'. In the description field, add an optional description. Under Content type, select Vector format (SVG) from the dropdown menu. Click Choose File and select the SVG file you downloaded in step one.
Click Save. The URL will populate after saving.

Next, create an HTML file using the following code. Open your text editor and create a new file called showpad_web_tab.html with the following contents, replacing YOUR_SUBDOMAIN with your Showpad subdomain name.

<html>
<head>
<meta charset="utf-8">
<title>Showpad Web Tab</title>
</head>
<body>
<iframe src="https://YOUR_SUBDOMAIN.showpad.biz/content?crmwebtab=dynamics"

style="margin: 0px; padding: 0px; border: currentColor; border-image: none; left: 0px; top: 0px; width: 100%; height: 100%; right: 0px; bottom: 0px; overflow: hidden; position: fixed; z-index: 999999;"></iframe>
</body>
</html>

Now, upload this HTML file as another Web Resource inside the Dynamics, as you did with the SVG file. Navigate to Settings, Advanced Settings, Customizations, and Customize the System. Select Web Resources, and click New.
Add a Name, then select the type as HTML from the dropdown menu. Click Choose File and select the HTML file you created. Click Save, then Publish.

Create and configure the Showpad page and sitemap item

Navigate to the Power Apps portal at make.powerapps.com, and ensure you are in the right Dynamics environment. Click Apps from the left side menu. Choose the app you wish to add the Showpad menu item to, for example, Sales Hub.
Click New to create a new Page. Select Web Resource, then click Next.
In the URL drop-down, select the Showpad Web Tab HTML file you uploaded. In the title field, type Showpad. Click Add.
Click Select icon to add the SVG file you uploaded earlier, which will add the Showpad icon in the navigation menu. Click Save and Publish.
The new Showpad Web tab is now visible to your users. Sellers will need to sign in separately to Showpad when first opening their Showpad Web tab. We recommend using Single Sign-On for both platforms to make the login flow more seamless between the two platforms.