---
title: "Installation Steps for the Autoform DM integration with Dynamics CE"
slug: "integrate-autoform-dm-iframes-installation"
description: "This page describes the installation steps for the iframe-based Autoform DM integration with Dynamics CE."
tags: ["Dynamics CE", "Iframe", "Autoform DM", "Installation"]
updated: 2026-02-12T10:29:49Z
published: 2026-02-12T10:29:49Z
canonical: "kb.lasernetgroup.com/integrate-autoform-dm-iframes-installation"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://kb.lasernetgroup.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Install and Configure the Autoform DM Iframe Integration

This page provides all the installation steps that you must follow to implement the Autoform DM integration.

The installation process has the following stages:

1. [Navigate to the Customization page](/v1/docs/integrate-autoform-dm-iframes-installation#navigate-to-the-customization-page).
2. [Add the integration script to a form](/v1/docs/integrate-autoform-dm-iframes-installation#add-the-integration-script-to-a-form).
3. [Add an event handler to initialize the script](/v1/docs/integrate-autoform-dm-iframes-installation#add-an-event-handler-to-initialize-the-script).
4. [Add a tab with an iframe component](/v1/docs/integrate-autoform-dm-iframes-installation#add-a-tab-with-an-iframe-component).
5. [Add an application initialization event handler](/v1/docs/integrate-autoform-dm-iframes-installation#add-an-application-initialization-event-handler).

**Before you begin:** Ensure that you have read the [prerequisites and solution summary for this integration](/v1/docs/integrate-autoform-dm-with-microsoft-dynamics-ce-via-iframes-1).

## Navigate to the Customization Page

1. Within your Dynamics 365 Customer Engagement system, click the **Settings** icon in the top right corner, and then select **Advanced Settings**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/DM iframe 1 edit(1).png)
2. In the **Settings** form, select the **Customizations** option in the **Customization** column.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/DM iframe 2 edit(1).png)
3. Click **Customize the System**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/DM iframe 3 edit(1).jpg)
4. Navigate to the target entity, and then navigate to the form in which the integration is to be done.

## Add the Integration Script to a Form

To run the integration functions, the integration script must first be added as a library to the target form.

> [!NOTE]
> Note
> 
> The upload step only needs to be performed once. If the integration is to be performed on other forms, the global script library can be reused.

1. Click **Form Properties**.
2. In the **Form Properties** window, under **Form Libraries**, add a library.
3. If the integration script has not yet been uploaded, click **New**, then follow these steps:
  1. In the form that is shown, set the **Name** to **formpipe-dmintegration** (or another descriptive name as required).
  2. Set the **Display Name** and **Description** as required.
  3. Set the **Type** to **Script (JScript)**.
  4. Upload the provided integration script.
  5. Click **Save** to save the library.
4. Ensure the integration script library is selected, and then click **Add** to add it to the form.

## Add an Event Handler to Initialize the Script

To initialize the integration script, an event handler must be added. This task:

- Must be done once per form.
- Must run before any iframe initialization calls.

1. Click **Form Properties**.
2. Under **Event Handlers**, set the **Control** to **Form** and set **Event** to **OnLoad**.
3. Choose to add a new event hander.
4. Select the integration script library that you added (when you followed the steps in [Add the Integration Script to a Form](/v1/docs/integrate-autoform-dm-iframes-installation#add-the-integration-script-to-a-form)).
5. Set the **Function** to **FpApp.Embed.initEmbed**
6. Set the parameter to a quoted string (single quotes) containing the full URL to Autoform DM. For example, **'https://my.dmappdomain.com'**

![DM%20iframe%204%20edit](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/DM%20iframe%204%20edit.png)

## Add a Tab with an Iframe Component

To embed a DM application within a form, an iframe component must be used. This can be done in whatever manner best fits the integration requirements and usage. However, we recommend using a single-column tab to host the iframe to provide the best end-user experience.

1. Insert a new single-column tab into the form.
2. Within the new tab, ensure that a section exists. If one does not, add a section.
3. Within the section, insert an iframe component.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/DM iframe 5 edit(1).png)
4. In the iframe configuration window, set the **Name** to a value that represents the application to be embedded. For example, **dm-statements-search**
5. Set the **URL** to the canonical dummy URL: **https://www.example.com**

> [!NOTE]
> Note
> 
> This URL will not be used.
6. Enter an appropriate **Label**.
7. Ensure that the **Restrict cross-frame scripting** option is not selected. If this option is enabled, [the application will not work](/v1/docs/integrate-autoform-dm-iframes-dynamics-security-controls).

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/DM iframe 6 edit(2).png)

The iframe will act as a container for the DM application, loaded via the initialization functions described in the [next set of steps](/v1/docs/integrate-autoform-dm-iframes-installation#add-an-application-initialization-event-handler).

## Add an Application Initialization Event Handler

For each iframe component that will host a DM application, an event handler must be added to initialise and load it.

1. Click **Form Properties**.
2. Under **Event Handlers**, set the **Control** to **Form** and set **Event** to **OnLoad**.
3. Choose to add an event handler.
4. Select the integration script library that you added (when you followed the steps in [Add the Integration Script to a Form](/v1/docs/integrate-autoform-dm-iframes-installation#add-the-integration-script-to-a-form)).
5. Ensure that the **Pass the execution context as first parameter** option is selected.
6. Set the function call and parameters based on the type of application that is to be embedded:
  - Search Application Parameters

![DM%20iframe%207%20edit](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/DM%20iframe%207%20edit.png)
    - Function: **FpApp.Embed.initSearchIframe**
    - Parameters:
      - **<IFrame name>** (without **IFRAME_** prefix)
      - **<DM application ID>**
      - **<Field mapping>** — An object map where each key-value pair is an application search input name and a Dynamics form field name
  - Import Application Parameters

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/DM iframe 8 edit(1).png)
    - Function: **FpApp.Embed.initImportIframe**
    - Parameters:
      - **<IFrame name>** (without **IFRAME_** prefix)
      - **<DM application ID>**
      - **<Field mapping>** — An object map where each key-value pair is an import input field name and a Dynamics form field name

## Next Steps

To avoid creating a Dynamics configuration that prevents the integration from working correctly, read [Dynamics Security Controls](/v1/docs/integrate-autoform-dm-iframes-dynamics-security-controls).

To learn about the various attack vectors present and (for each) to learn about the risk and whether there are safeguards in place to prevent it, see [Iframe Attacks and Preventions](/v1/docs/iframe-attacks-and-preventions).