{"id":137,"date":"2020-06-02T09:00:04","date_gmt":"2020-06-02T09:00:04","guid":{"rendered":"http:\/\/stirna.is\/?p=137"},"modified":"2020-06-02T09:00:04","modified_gmt":"2020-06-02T09:00:04","slug":"lead-generation-with-webforms-part-2-3-embedding-the-form","status":"publish","type":"post","link":"https:\/\/stirna.is\/?p=137","title":{"rendered":"Lead generation with webforms part 2\/3: Embedding 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><span class=\"has-inline-color has-subtle-background-color\">Creating the form<\/span> <span class=\"has-inline-color has-subtle-background-color\">(read <a href=\"\/lead-generation-with-webforms-part-1-3-creating-the-form\">post<\/a>)<\/span><\/li><li><strong>Embedding the form on a webpage<\/strong><ol><li>Publishing the form<\/li><li>Embedding on your site<\/li><\/ol><\/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 the current post we&#8217;ll publish the form we created in the previous post and embed it on a webpage.<\/p>\n\n\n\n<!--more-->\n\n\n\n<h2 class=\"wp-block-heading\" id=\"publishing\">Publishing the form<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">As we want to get responses outside our own company, we need to make the form public. By default (if you are signed in as an business user) you will have the sharing option set to &#8216;Only people in my organization can respond&#8217;. To publish we:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Click on the Share button<\/li><li>Click the arrow next to the &#8216;Only people in my organization can respond&#8217;<\/li><li>Select the option &#8216;Anyone with the link can respond&#8217;<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"448\" height=\"320\" src=\"http:\/\/34.74.14.69\/wp-content\/uploads\/2020\/05\/01-blog-series-part-2-a-1.png?w=448\" alt=\"\" class=\"wp-image-161\" srcset=\"https:\/\/stirna.is\/wp-content\/uploads\/2020\/05\/01-blog-series-part-2-a-1.png 448w, https:\/\/stirna.is\/wp-content\/uploads\/2020\/05\/01-blog-series-part-2-a-1-300x214.png 300w\" sizes=\"auto, (max-width: 448px) 100vw, 448px\" \/><figcaption>Publishing the form<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"embedding\">Embedding on your site<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">In this example we&#8217;ll grab the embed code and place it on a web page. It&#8217;s not a perfect solution but it&#8217;s the only way offered to embed these forms. To get the iFrame code we: <\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Click on the Share button<\/li><li>Click on the Embed button<\/li><li>Copy the embed code<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"461\" height=\"417\" src=\"http:\/\/34.74.14.69\/wp-content\/uploads\/2020\/05\/01-blog-series-part-2-b.png?w=461\" alt=\"\" class=\"wp-image-162\" srcset=\"https:\/\/stirna.is\/wp-content\/uploads\/2020\/05\/01-blog-series-part-2-b.png 461w, https:\/\/stirna.is\/wp-content\/uploads\/2020\/05\/01-blog-series-part-2-b-300x271.png 300w\" sizes=\"auto, (max-width: 461px) 100vw, 461px\" \/><figcaption>iFrame code<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Now, we&#8217;ll place the code on a webpage, e.g. a landing page, on your site.  This is done by pasting the iFrame into your HTML editor. Hit publish and there you go. You have your nice form published on your site. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1147\" height=\"948\" src=\"http:\/\/34.74.14.69\/wp-content\/uploads\/2020\/05\/01-blog-series-part-2-d.jpg?w=1024\" alt=\"\" class=\"wp-image-164\" srcset=\"https:\/\/stirna.is\/wp-content\/uploads\/2020\/05\/01-blog-series-part-2-d.jpg 1147w, https:\/\/stirna.is\/wp-content\/uploads\/2020\/05\/01-blog-series-part-2-d-300x248.jpg 300w, https:\/\/stirna.is\/wp-content\/uploads\/2020\/05\/01-blog-series-part-2-d-1024x846.jpg 1024w, https:\/\/stirna.is\/wp-content\/uploads\/2020\/05\/01-blog-series-part-2-d-768x635.jpg 768w\" sizes=\"auto, (max-width: 1147px) 100vw, 1147px\" \/><figcaption>The form embedded on a website<\/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-youtube wp-block-embed is-type-rich 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><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In the last post in this three-part blog series, we will connect the form with Dynamics 365 Sales so you can start receiving leads directly to your CRM system. <\/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 (read post) Embedding the form on a webpage Publishing the form Embedding on your site Connecting the form with Dynamics 365 (read post) In the current post we&#8217;ll publish the form [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":298,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3,7],"tags":[19],"class_list":["post-137","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365","category-microsoft-forms","tag-ms-forms"],"_links":{"self":[{"href":"https:\/\/stirna.is\/index.php?rest_route=\/wp\/v2\/posts\/137","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=137"}],"version-history":[{"count":0,"href":"https:\/\/stirna.is\/index.php?rest_route=\/wp\/v2\/posts\/137\/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=137"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stirna.is\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=137"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stirna.is\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=137"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}