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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Connect web form to CR...
Microsoft Dynamics CRM (Archived)

Connect web form to CRM System

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Posted on by Jabbar CRM 89
Hello People,
I do have a requirement that suppose there is a simple web page which has several fields just like Name, Contact No, Email Address, etc. & There is one submit button is available on that form when user clicks on that button after adding all those information then In CRM system the lead must be created then as soon as lead gets created then email notifications must be sent to someone that lead has been created and if lead does not get created then Email notification must be sent to another person that Lead has not been created when user submitted the data from that web page.
Looking forward to see all of yours replies & Do let me know that how should i achieve this in CRM.

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  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,758 on at

    Hi Abdul,

    first you have to understand and see which dynamics crm web service you would like to use from that web page to connect to dynamics crm, web api? org service?  

    from the web page on click of button you will need to call dynamics crm web service and create lead using data ( a typical dynamics crm integration)

    post the record is created in dynamics crm. just setup a workflow on create of the lead - send an email. So within CRM it is essentially creating a workflow everything else should be done on the web page side.

  • Jabbar CRM Profile Picture
    Jabbar CRM 89 on at

    Hello Rawish,

    I have been glad to see the reply of yours. I just want to use any of them service which seems to be faster & easy to fetch the data from the HTML web form's fields into Lead entity's fields.

    Do Let me know that how should I achieve this one via JavaScript or Plugin or Custom Workflow Activities or Custom Actions.

    Could I have whole process of it ?

  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,758 on at

    Hi ,

    sorry for not getting back onto this asap - I am assuming you have figured out something already.

    additionally , let me know where your html web form is hosted - is it a third party website?  

  • Sumaira Noor Profile Picture
    Sumaira Noor 1,085 on at

    Hello all

    I have the same requirement and I'm stuck with it

    Please guide me if you know the solution

    Best regards,

    Sumaira Noor

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