Category: Microsoft Forms

Categories
Dynamics 365 Microsoft Forms

Lead generation with webforms part 3/3: Connecting with Dynamics 365

Task: Create a lead in Microsoft Dynamics 365 Sales from a web form submission
Difficulty: Easy
Total time to implement: 1-2 hours

Content

  1. Creating the form (read post)
  2. Embedding the form on a webpage (read post)
  3. Connecting the form with Dynamics 365
    1. Creating a flow
    2. Configuring the flow
    3. Testing the flow

In this last part of my three-part blog series, I’ll show how you can leverage a Microsoft Power Automate flow to automate the task of creating a lead record from a form submission. While in previous posts we have already created a web form, published it and embedded on a webpage, in this post we will create a flow that will create a lead record in Dynamics 365 Sales and send a couple of emails.

Continue reading “Lead generation with webforms part 3/3: Connecting with Dynamics 365”
Categories
Dynamics 365 Microsoft Forms

Lead generation with webforms part 2/3: Embedding the form

Task: Create a lead in Microsoft Dynamics 365 Sales from a web form submission
Difficulty: Easy
Total time to implement: 1-2 hours

Content

  1. Creating the form (read post)
  2. Embedding the form on a webpage
    1. Publishing the form
    2. Embedding on your site
  3. Connecting the form with Dynamics 365 (read post)

In the current post we’ll publish the form we created in the previous post and embed it on a webpage.

Continue reading “Lead generation with webforms part 2/3: Embedding the form”
Categories
Dynamics 365 Microsoft Forms

Lead generation with webforms part 1/3: Creating the form

Task: Create a lead in Microsoft Dynamics 365 Sales from a web form submission
Difficulty: Easy
Total time to implement: 1-2 hours

Content

  1. Creating the form
    1. The tools
    2. Creating the web form
  2. Embedding the form on a webpage (read post)
  3. 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.

Continue reading “Lead generation with webforms part 1/3: Creating the form”