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Hi,
On my Portal we have a 'Contact Us' page, where the user can submit general enquiries.
When the user completes the form and clicks Submit, there is no sign that any further action occurs.
Where can I go to ascertain what happens (or not).
Is there a related entity? I can't see any possibilities in the list of entities
Thanks
Steve
Thanks for that Leah,
Knowling that the relevant entity was Lead made things a lot clearer.
I have been able to create a process to forward an email to our Support email address upon the creation of a Lead record, as initiated from the Portal Contact Us form.
Thanks again
Steve
Hi Steve
This out of box Contact Us page web page provides a working example of how portal users can enter information into a form that will be stored in a Dataverse table.
Based on following screenshot, The related entity of 'Contact Us' is Lead:
Through my test, it creates one lead record with the owner as 'System. in your CRM when you submit this form.
Currently, there is no further action for OOB after a lead is created, but you can create a workflow which triggers on lead create if you need.
Note: If a user has privileges to create records in Dynamics CRM, irrespective of the fact that they are logged into the Portal or not, then when such records get created in CRM-owner of those records will be set as SYSTEM.
Therefore, you can use the owner being SYSTEM as a condition to distinguish that the records were created from the portal, just like following example screenshot:
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