{"id":115,"date":"2020-05-31T23:34:34","date_gmt":"2020-05-31T23:34:34","guid":{"rendered":"http:\/\/stirna.is\/?p=115"},"modified":"2020-05-31T23:34:34","modified_gmt":"2020-05-31T23:34:34","slug":"lead-generation-with-webforms-part-1-3-creating-the-form","status":"publish","type":"post","link":"https:\/\/stirna.is\/?p=115","title":{"rendered":"Lead generation with webforms part 1\/3: Creating the form"},"content":{"rendered":"\n<p class=\"has-small-font-size wp-block-paragraph\"><strong>Task<\/strong>: Create a lead in Microsoft Dynamics 365 Sales from a web form submission<br><strong>Difficulty:<\/strong> Easy<br><strong>Total time to implement<\/strong>: 1-2 hours<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Content<\/h2>\n\n\n\n<ol class=\"wp-block-list\"><li><strong>Creating the form<\/strong><ol><li>The tools<\/li><li>Creating the web form<\/li><\/ol><\/li><li>Embedding the form on a webpage (read <a href=\"\/lead-generation-with-webforms-part-2-3-embedding-the-form\">post<\/a>)<\/li><li>Connecting the form with Dynamics 365 (read <a href=\"\/lead-generation-with-webforms-part-3-3-connecting-with-dynamics-365\">post<\/a>)<\/li><\/ol>\n\n\n\n<p class=\"has-normal-font-size wp-block-paragraph\">In this three-part blog series, I&#8217;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: <em>creating a lead record from a form submission<\/em>. In this first post we start by creating a web form that will be placed on our website and used to generate our leads.<\/p>\n\n\n\n<!--more-->\n\n\n\n<h2 class=\"wp-block-heading\" id=\"the-tools\">The tools<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The tools I&#8217;ll be covering in these three posts are Microsoft Forms, Microsoft Dynamics 365 Sales and Microsoft Power Automate. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you don&#8217;t already have access, I recommend you signup for these apps:<\/p>\n\n\n\n\n\n<ul class=\"wp-block-list\"><li>Microsoft Forms: A form builder tool similar to Google Forms. It&#8217;s free but requires a Microsoft account.<\/li><li>Microsoft Power Automate: A service for connecting different apps. The basic plan is for free but to use it with Dynamics 365 you&#8217;ll need a subscription plan. You can also sign up for a 30 day free trial.<\/li><li>Microsoft Dynamics 365 Sales: Commonly referred to as Dynamics CRM, it is a CRM app that belongs to the Dynamics 365 Customer Engagement platform.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"creating-form\">Creating the web form<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">In this post we will create a simple sign-up form using Microsoft Forms. Dynamics 365 Sales users can access Forms through <a href=\"https:\/\/forms.office.com\/\">forms.office.com<\/a>. <\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Under the My Forms tab click New Form. See first screenshot.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"612\" height=\"508\" src=\"http:\/\/34.74.14.69\/wp-content\/uploads\/2020\/05\/01-blog-series-part-1-a-1.png?w=612\" alt=\"\" class=\"wp-image-166\" srcset=\"https:\/\/stirna.is\/wp-content\/uploads\/2020\/05\/01-blog-series-part-1-a-1.png 612w, https:\/\/stirna.is\/wp-content\/uploads\/2020\/05\/01-blog-series-part-1-a-1-300x249.png 300w\" sizes=\"auto, (max-width: 612px) 100vw, 612px\" \/><figcaption>Create a new form<\/figcaption><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"2\"><li>Give your form a name and add the following fields: First Name*, Last Name*, Email*, Phone number, Organization, and Comment (* represents a required field). See second screenshot.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"849\" height=\"1200\" src=\"http:\/\/34.74.14.69\/wp-content\/uploads\/2020\/05\/01-blog-series-part-1-b.png?w=724\" alt=\"\" class=\"wp-image-134\" srcset=\"https:\/\/stirna.is\/wp-content\/uploads\/2020\/05\/01-blog-series-part-1-b.png 849w, https:\/\/stirna.is\/wp-content\/uploads\/2020\/05\/01-blog-series-part-1-b-212x300.png 212w, https:\/\/stirna.is\/wp-content\/uploads\/2020\/05\/01-blog-series-part-1-b-724x1024.png 724w, https:\/\/stirna.is\/wp-content\/uploads\/2020\/05\/01-blog-series-part-1-b-768x1086.png 768w\" sizes=\"auto, (max-width: 849px) 100vw, 849px\" \/><figcaption>The web form<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">You can also watch how this is done by checking out the video below:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Inbound Lead Generation With Microsoft Forms and Dynamics 365 CRM\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/qvPYxG4meSo?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><figcaption>Check out the video on Youtube<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In the next posts of this three-part blog series, I&#8217;ll show you how a form is embedded on a website. In the final post in the series, I&#8217;ll create a Power Automate flow with the purpose of (1) creating a lead record in Dynamics 365 Sales and (2) sending an automatic email to the prospect.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Task: Create a lead in Microsoft Dynamics 365 Sales from a web form submissionDifficulty: EasyTotal 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&#8217;ll show how you, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":298,"comment_status":"open","ping_status":"open","sticky":false,"template":"templates\/template-full-width.php","format":"standard","meta":{"footnotes":""},"categories":[3,7],"tags":[13,19,21],"class_list":["post-115","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365","category-microsoft-forms","tag-dynamics-365-sales","tag-ms-forms","tag-power-automate"],"_links":{"self":[{"href":"https:\/\/stirna.is\/index.php?rest_route=\/wp\/v2\/posts\/115","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stirna.is\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stirna.is\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stirna.is\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/stirna.is\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=115"}],"version-history":[{"count":0,"href":"https:\/\/stirna.is\/index.php?rest_route=\/wp\/v2\/posts\/115\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/stirna.is\/index.php?rest_route=\/wp\/v2\/media\/298"}],"wp:attachment":[{"href":"https:\/\/stirna.is\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=115"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stirna.is\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=115"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stirna.is\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=115"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}