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To get data of simple web form from external source to CRM system to create Lead record.

  • 1.  To get data of simple web form from external source to CRM system to create Lead record.

    Posted Apr 16, 2019 10:28 AM
    Hello CRM People,


    I do have a requirement that suppose there is a simple web page which has several fields just like Name, Contact No, Email Address, etc. & There is one submit button is available on that form when user clicks on that button after adding all those information then In CRM system the lead must be created then as soon as lead gets created then email notifications must be sent to someone that lead has been created and if lead does not get created then Email notification must be sent to another person that Lead has not been created when user submitted the data from that web page.



    Looking forward to see all of yours replies & Do let me know that how should i achieve this in Dynamics 365(CRM).

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    Abdul Jabbar
    Techno Functional Consultant

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  • 2.  RE: To get data of simple web form from external source to CRM system to create Lead record.

    SILVER CONTRIBUTOR
    Posted Apr 16, 2019 03:21 PM

    Hi Abdul


    The easiest method of getting this data from a website into Dynamics 365CE is probably using Microsoft Forms to capture the data, the Microsoft Flow to insert it into D365CE. I'd use a workflow to also send an email to the users when a new lead is created (although you could probably use Flow for that too). There's a lot of guides online, i've written one myself about this topic: https://www.d365geek.co.uk/single-post/2018/09/21/Forms-and-Flow---Get-data-quick-and-easy-no-code

    This should get you started but if you have any questions, let me know.

    Matt



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    Matt Collins
    CRM/D365 Consultant
    Technology Services Group
    Newcastle upon Tyne
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  • 3.  RE: To get data of simple web form from external source to CRM system to create Lead record.

    Posted Apr 17, 2019 05:43 AM
    Hello Matt,

    How are you doing ?

    I have been very glad to see your message along with that blog but the thing is that as you do know very well that the text which is displayed on text field of Microsoft Form that label can not be changed i.e "Enter answer"​ so the client does not want to use Microsoft Forms they want to make use of their own written in HTML. So just let me know that how should i achieve this scenario in Dynamics 365 when i want to get the web form's fields data into directly Dynamics 365 in order to create the lead record.

    Looking forward to seek your valuable answer.


    Regards By
    Abdul Jabbar

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    Abdul Jabbar
    Techno Functional Consultant
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  • 4.  RE: To get data of simple web form from external source to CRM system to create Lead record.

    SILVER CONTRIBUTOR
    Posted Apr 17, 2019 09:21 AM
    Hi Adbul

    if you want to use their own entry form, you will need the submit to trigger a custom action and inject the data into CRM via the API. You'll need a web/CRM developer who is knowledgeable about both Web and CRM dev.

    Hope this helps.

    Matt

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    Matt Collins
    CRM/D365 Consultant
    Technology Services Group
    Newcastle upon Tyne
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  • 5.  RE: To get data of simple web form from external source to CRM system to create Lead record.

    GOLD CONTRIBUTOR
    Posted Apr 18, 2019 09:21 AM
    You've got a wide range of options available to you in this scenario.

    What technology stack is your website built on?
    What version of CE are you on and are you online or on-premise?

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    Matt Beard
    Senior Software Engineer
    Data8
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