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ReportHello Community Experts,
There is a requirement where i have to create a demo website and connect it to CRM
How do i achieve that?
Kindly guide,
Best Regards,
Sumaira Noor
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Hello Community Experts,
There is a requirement where i have to create a demo website and connect it to CRM
How do i achieve that?
Kindly guide,
Best Regards,
Sumaira Noor
Thanks for the help ba365guy
I'll try multiple ways and ask them which one are they okay with
Best Regards
Sumaira Noor
Thanks for the response ba365guy.
I have less coding knowledge
I will try this and see if I'll be able to achieve the desired output
Best Regards,
Sumaira Noor
From your response i understand you are locally hosting your web application.
You want to push lead details from your web application to D365 lead entity.
You can push the data via D365 API.
You need to register an app in Azure Active Directory and get app id and app secret and then consume D365 API via application user. Please see the following links:
Register App with Azure Active Directory and Connect to Dynamics: docs.microsoft.com/.../walkthrough-register-app-azure-active-directory
Authenticate with OAuth: docs.microsoft.com/.../authenticate-oauth
Operate using web api: docs.microsoft.com/.../mt607901(v=crm.8)
Thanks again for the response ba365guy
They have not given me any details about their website
They have asked me to create a trial website which captures basic leads details such as name , email etc.., and when the details are submitted it should create a lead in CRM
I'm using free trial dynamics CRM
I don't have any website already created, i should create it
Also the website will be locally hosted for now
Customers do not login, they just inquire by submitting their basic details
It is basically to create leads in CRM(Web to lead)
Kindly guide
Best Regards,
Sumaira Noor
When you say "Website" - What does it actually mean?
Are you looking for a single page static website? OR
Is it a portal where customers log-in and interact?
Where is this website hosted? Are you planning for self hosting or third party of Are you looking for Dynamics hosted?
When you say "Connect it to CRM" - what does it actually mean?
Is it for content management? OR capture responses from website? what kind of responses ?
It is a good idea to browse through the features of D365 portals or power apps portals and do fit-gap with your requirements.
Thanks for the response ba365guy
Could you please provide step by step details!
Also i have been instructed to create a demo website using HTML, CSS and JavaScript and then connect it to CRM
Is that possible to connect without using power app portal
Please guide
Best Regards,
Sumaira Noor
You can take a look at D365 Portals or Power Apps Portals
docs.microsoft.com/.../overview
This is connected to D365 / CDS out of the box
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