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Service | Customer Service, Contact Center, Fie...
Answered

Portal contact-us form doesn't work

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Posted on by 156

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

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  • Verified answer
    Community Member Profile Picture
    on at

    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:

    pastedimage1640222904602v3.png

    Through my test, it creates one lead record with the owner as 'System. in your CRM when you submit this form.

    pastedimage1640223332644v4.png

    pastedimage1640223691438v6.png

    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:

    pastedimage1640224695495v7.png

  • Steve Pillar Profile Picture
    156 on at

    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

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