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Web to case setup

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Posted on by phanikumar

218

Hi

I am unable to setup web-to-case in crm. Dont we have optin in dynamics crm. Can some help on that...

Thanks

Phani.

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phanikumar 218 on at

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Web to case setup

Hi Dengliang Li,

I have one issue posted on community, can you please suggest for the below question.

Lead score is showing for only few leads (dynamics.com)

Thanks

Phani.
phanikumar 218 on at

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Web to case setup

Hi Dengliang Li,

Thanks for your idea of html and sample code, its working.
Dengliang Li Microsoft Employee on at

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Web to case setup

Hi,
Verified answer

Dengliang Li Microsoft Employee on at

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Web to case setup

Hi,

In my test, I created a static HTML form page locally.
In CRM, request data is accepted via flow and transformed into case records.

The code is shown below:

<body>

<form action="#" method="post">

<div><label for="subject">Subject: </label><input type="text" name="subject" id="subject"></div>

<div><label for="customer">Customer: </label><input type="text" name="customer" id="customer"></div>

<br>

<button type="submit">submit</button>

</form>

</body>

<script>

var form = document.querySelector("form");

form.addEventListener("submit",(e)=>{

e.preventDefault();

//This URL comes from the flow trigger when an HTTP request is received.

const url="<HTTP POST URL>";

const xhr = new XMLHttpRequest();

xhr.open("POST",url);

xhr.setRequestHeader("Content-Type","application/json");

let body={

"subject":document.forms[0]['subject'].value,

"customer":document.forms[0]['customer'].value

}

xhr.send(JSON.stringify(body));

})

</script>

The flow is shown below.

Additionally, if you want to convert marketing form submission data into custom entity records, you can refer to the following link.

Dynamics 365 Marketing Form Submission Mapping to Custom Tables — Amey Holden | Anything But Code | Dynamics 365 Marketing & Power Platform

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me .

Best Regards,
Dengliang Li
phanikumar 218 on at

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Web to case setup

Hi Dengliang Li,

Something similar to web to lead. just to have html code and on submission case to be created on CRM.
Dengliang Li Microsoft Employee on at

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Web to case setup

Hi,

Could you clarify in detail what the web is referring to?
The automatically create of update records supports the conversion of the following activities to cases.

Automatically create or update records in Dynamics 365 Customer Service | Microsoft Learn

Best Regards,
Dengliang Li

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