Dynamically creating Leads based on forms on existing websites.

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Hi,

I am trying to figure out if there is any way to implement this. Basically I want to create a Form -> Embed it on a web page -> Every time someone fills in the form -> Create Lead. That would be the basic functionality.

I've looked into Entity Forms, but for that I would need to create a website in Dynamics (I don't want that). I've also tried to see if I can embed that form into an IFrame (can't seem to make it work).

I am very new to Dynamics, and I can't seem to find enough documentation on this topic in order to solve the problem on my own.

I hole you can help me. I look forward to a reply.

Thanks,

Andrei

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Frank Lee 4,617 on at

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RE: Dynamically creating Leads based on forms on existing websites.

Looks like you are tag using CRM Online Portal. You can check out setting up a Web Page for submitting a Lead to CRM

community.adxstudio.com/.../create-a-lead-generating-contact-us-form
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Aric Levin - MVP 30,188 Moderator on at

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RE: Dynamically creating Leads based on forms on existing websites.

Hi Andrei,

I used to have a page that was hosted on Azure, and created a lead in CRM.

I would then embed the page on inside on IFRAME on the web site, and that should work.

You should consider SSL restrictions, so that site and IFRAME page use same protocol.

If you need sample of web page/site to be hosted on Azure, PM me with your email, and I can send you.

Let me know.
Justinjose 2,707 on at

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RE: Dynamically creating Leads based on forms on existing websites.

Hi andrei.farc,

I bit confused, can you explain in detail please?

Do you want to use CRM (Adx) portal or not?

Thanks
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Karsten Wirl 4,477 on at

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RE: Dynamically creating Leads based on forms on existing websites.

Hello.

You have to create a webpage that will add the lead to your CRM system.

If you don't want to make it on your own... there are some good 3rd party solutions on the market available.

Please pay attention to this sites for some examples:

www.fmtconsultants.com/5-easy-steps-to-integrating-microsoft-dynamics-crm-with-your-website-forms

www.youtube.com/watch

www.youtube.com/watch

Hope that helps.

Kind regards,

Karsten