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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.

    Posted Apr 23, 2019 07:36 PM

    What is your landing page? a custom web application or you are free for any suggestion?

    If you are free for any suggestion, you can use the Dynamics 365 Portal to directly create Lead when someone submits the web form. And internally you can create a workflow on Lead creation to send the email.

    If it's on a custom web application, then you will need to integrate with Dynamics 365 via the web API. to create the Lead based on the form information, and using a workflow in Dynamics 365 on lead creation to send the email. If it fails to create the lead for whatever reason, this needs to be handled in your custom web application and using a different approach to send the notification failure email.



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    Andre Margono
    Solution Architect MVP, Dynamics 365, MCSE
    Barhead
    melbourne VI
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