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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 10:27 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 17, 2019 05:56 AM
    If you dont care too much about design, you could use Microsoft Forms + Flow (https://flow.microsoft.com/en-us/blog/using-forms-with-flow-to-automate-onboarding/) or you could check out the upcomming Forms Pro solution from the Dynamics Team at Microsoft.

    Others have used Click Dimensions or Microsoft Dynamics Marketing. Those are fairly solid solutions too, but has a license cost.

    If it has to follow some strict design guidelines of your website, you are probably going to have a look at the CMS system that runs your website an how you can pick up form data from that system. Putting it into D365 as leads afterwards could be a job for Microsoft Flow. ​

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    Kasper Birch Olsen
    Proactive A/S
    Frederiksberg
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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 07:22 AM
    Hello Kasper,

    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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