Task: Create a lead in Microsoft Dynamics 365 Sales from a web form submission
Difficulty: Easy
Total time to implement: 1-2 hours
Content
- Creating the form
- The tools
- Creating the web form
- Embedding the form on a webpage (read post)
- Connecting the form with Dynamics 365 (read post)
In this three-part blog series, I’ll show how you, as a Dynamics 365 user, can leverage a set of tools that are part of your arsenal to automate a common task performed by marketing and sales professionals: creating a lead record from a form submission. In this first post we start by creating a web form that will be placed on our website and used to generate our leads.
Stirna Consulting 