How to create a contact into CRM from Portal

(0) Share

Report

Posted on by SaiKrishnaGudluru

108

Hi All,

We have a requirement to create a contact with information provided in the Contact Us form in the portal connected to our CRM. As, I am new to this Portal, not sure how to proceed. Please help me with the procedure or information.

Thank You,

Krishna

*This post is locked for comments

I have the same question (0)

All responses (7)

Answers (1)

Suggested answer

Community Member on at

Like (1)

Report

First you need to learn about how to create a CRM record using the Organization Service in C#.

msdn.microsoft.com/.../gg328416.aspx

=> You can get the sample code in the SDK, if you don't have please go and download

Once you know that, you can then put the same piece of code in your portal for the "Submit" button action.

Was this reply helpful? Yes No
Birgit RD 2 on at

Like (0)

Report

We created a new web page with an entity form on contact. That way, the portal user enters directly a new contact. The original contact us form is not used in our portal.

Any reason why you should use the existing form (which create a Lead if I remember correctly)

Was this reply helpful? Yes No
Suggested answer

Rahul-Waghmare 990 on at

Like (0)

Report

Hi Krishna,

The simplest approach would be do write some code in your ASP.NET or C# to create the Contact record similar to the sample given in MSDN link.

msdn.microsoft.com/.../gg328416.aspx

Please mark the answer as verified if it helped you.

Regards,

Rahul

Was this reply helpful? Yes No
Verified answer

Community Member on at

Like (1)

Report

Create a new form or add a tab in an existing form which will contain all fields required. Create a new entity form for contact entity use the above mentioned form/tab. Use this entity form on the web page. This should allow you to add contacts in CRM.

Was this reply helpful? Yes No
Suggested answer

SaiKrishnaGudluru 108 on at

Like (0)

Report

Thank you Vikas. It worked.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Please mark my answer as as verified if it worked. Thanks.

Was this reply helpful? Yes No
SaiKrishnaGudluru 108 on at

Like (0)

Report

Hi Birgit, what you mentioned is correct. As OOB feature, when an user submits "Contact Us" form on portal, it will create a lead in CRM, which is expected, as that new user would be a lead rather a contact in general sense. But, as per my knowledge we cannot send invitations to a Lead, that's why we do create a separate form like "request access"/"contact"/"contact us" to create a contact record into CRM and triggers an

Email with an invitation code to that contact to register into Portal.

<<Please correct me if I am missing any point>>

Was this reply helpful? Yes No