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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Web to Lead Forms
Microsoft Dynamics CRM (Archived)

Web to Lead Forms

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Posted on by LisaDisplay 95

Is there the option to set one of these up using Dynamics CRM itself and not using an add-on or plug-in??

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  • Suggested answer
    Muhammad Adeel Javaid Profile Picture
    Muhammad Adeel Javaid 5,580 on at

    There are two ways you can setup web-to-lead using CRM Online.  Each has its own set of pros and cons.

    1. Lead Capture Page: This approach allows you to create a page, hosted by Microsoft, that is used to capture leads.  This is very easy to setup and is almost impossible to mess up.  No coding experience is necessary at all.  On the downside: it probably won’t look much like your existing website, and there is no way (that I can think of) to setup alerts to let people know when new leads are in the queue.  
       
    2. Lead Capture Form: This approach allows you to build a form directly into your existing website to capture leads.  Depending on how your website is setup, this can be easy or it can be fairly difficult.  If you know how, you MIGHT be able to setup lead alerts by having your website send you an email whenever a new lead is created. 

    Create-lead-page

    Setting it Up

    1. Activate Internet Marketing: Go to Settings | Business Management | Internet Marketing.  From here, you will be walked through the process of setting up Internet Marketing. 
       
    2. Create Your Web Page: Navigate to Sales | Internet Lead Capture and click on the “Create a new landing page” link.  From here you’ll have two options (see “Options for Web-to-Lead,” above to help you choose).  For the rest of this process, I’ll talk about using the Lead Capture Form.  If you want to use the Lead Capture Page, then that approach is pretty self-explanatory.
      • You’ll also need to create a “thank you page” that you send people to after they fill out your web form.  Exactly where this page sits will depend upon how your content management system works.  For our client, we had to create a separate landing page "message" that is displayed in an iframe on their website (I'll explain why a bit further down).
         
    3. Clean it Up: You’ll want to clean up the HTML for your page a bit.  That probably includes putting the form into a table to get everything nicely aligned and setting some fonts to make it fit into the rest of your site. 
       
    4. Add JavaScript: Here comes the hard part – if you want to receive an alert whenever a new lead comes in, you’ll need to doctor up the JavaScript that CRM has generated in order to produce this alert email.  But here's the rub - the code from Microsoft uses client-side scripting to push the lead into CRM; the code required to generate an email alert would be server-side. 
       
    5. Add the Page to Your Website: So now you need to take the lead capture form you created using CRM and integrate that into your website.  You have a bunch of options here – ranging from very simple to pretty complex:
      1. Add the page as a standalone HTML page: If you have a flat HTML website, you can just drop the HTML page that CRM created for you into your site.  You may have a template that you use and you can drop the page into that template.
      2. Add a page to a website that uses a content management system (CMS): Hardly anyone uses flat HTML sites anymore these days – most businesses use some type of CMS or other.  CMS systems frequently include a lot of other functionality that make it a little more difficult to insert the HTML from CRM directly into the site.  Your options:
        1. First of all, let me apologize.  I’ve been told that you should never indent three layers deep.  But here we are, so let’s continue.
        2. You can rewrite the JavaScript portions of the HTML to work directly within your CMS.  This may include updating the JavaScript in the header of the individual page.  This can be a complex undertaking, so let’s look at another option …
        3. You can also upload the page to your website as a separate HTML only file, and then display it inside of an iframe (if you’ve ever designed a form in CRM you probably know what an iframe is – if not, you may want to get some help from your webmaster).  This is the approach that I took.
          • If you take this approach, you’ll want to also load your landing page as another flat HTML file that will also display in the iframe.  When you setup the web-to-lead in Dynamics CRM, you'll enter the address for this page.  The reason you'll need to set this up is that linking directly to another page in your site from within the iframe will actually load the full page into the iframe - not exactly a friendly experience for the visitor to your site. 

    That’s it – you’re all setup to start receiving leads from your website now. 

  • Verified answer
    Muhammad Adeel Javaid Profile Picture
    Muhammad Adeel Javaid 5,580 on at

    Here is a suggested link too that could be of help for you:

    help.exacttarget.com/.../smart_capture_scenario_microsoft_dynamics_crm_web_to_lead

  • Mohammad Atif Profile Picture
    Mohammad Atif on at

    Hi,

    If this thread is answered please mark this as answered.

    Thanks,

    Mohammad

  • Suggested answer
    CRM_SOF Profile Picture
    CRM_SOF 5 on at

    I like to try web-to-lead ,but when i go to settings => Buniness Management, internet Marketing is not listed as an option /icon at all.

    is there a reason why it wouldn't be there?

    Is there a way we can get it?

    Web-to-Lead wwe
    Web-to-Lead

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