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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dynamically creating L...
Microsoft Dynamics CRM (Archived)

Dynamically creating Leads based on forms on existing websites.

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Posted on by Community Member

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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  • Suggested answer
    Karsten Wirl Profile Picture
    Karsten Wirl 4,477 on at

    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

  • Justinjose Profile Picture
    Justinjose 2,707 on at

    Hi andrei.farc,

    I bit confused, can you explain in detail please?

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

    Thanks

  • Suggested answer
    Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    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.

  • Suggested answer
    Frank Lee Profile Picture
    Frank Lee 4,617 on at

    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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