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Customer experience | Sales, Customer Insights,...
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Tracking lead source in dynamics 365 Marketing

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Posted on by 20

Hello,

Did anyone find a work around on this. If someone can provide a step by step process on how can I auto populate the lead source field on my leads.

I read this article may be 1000 times by now but still struggling to get this implemented. Our decision of moving with dynamics 365 depends on if are able to capture lead source accurately in our CRM.

I would highly appreciate if some provides a detail explanation of how they are managing this.

Thanks.

I have the same question (1)
  • Marketing lead source tracking Profile Picture
    20 on at

    We use Google Analytics for tracking lead sources but would like to see it on CRM on each lead that gets created.

  • Marketing lead source tracking Profile Picture
    20 on at
    [quote user="Marketing lead source tracking"]

    Hello,

    Did anyone find a work around on this. If someone can provide a step by step process on how can I auto populate the lead source field on my leads.

    I read this article may be 1000 times by now but still struggling to get this implemented. Our decision of moving with dynamics 365 depends on if are able to capture lead source accurately in our CRM.

    I would highly appreciate if some provides a detail explanation of how they are managing this.

    Thanks.

    [/quote]
  • Petr Jantac Profile Picture
    Microsoft Employee on at

    Hello,

    Could you please provide me with more details on how you would like to track the lead source? Is this for a form submission? Which article did you refer to? I haven't found any link.

    Thank you.

    Petr

  • Marketing lead source tracking Profile Picture
    20 on at

    Hello Petr, This is the link for the article I referred to community.dynamics.com/.../tracking-lead-sources-in-new-marketing-module-for-d365

    Yes, this is for a form submission hosted on our external CMS.

    Thanks,

    Masroor

  • Suggested answer
    Petr Jantac Profile Picture
    Microsoft Employee on at

    Hi Masroor,

    If I got it correctly you would like to get UTM tags for each form submission? Or do you want to track the journey or email from which the visitor landed on the page with form and submitted it?

    Thank you.

    Petr

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