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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Best solution for Word...
Customer experience | Sales, Customer Insights,...
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Best solution for Wordpress Form and Dynamics?

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Posted on by RicksterBC44 115

We have a Wordpress website which has several contact forms on it. We want to integrate the form submissions directly with Dynamics to create or update Leads. We have just come from using Salesforce where we used a service called Formsite which handled the form submissions with Salesforce. Formsite just gave us code to plug into Wordpress and it was very easy. However, Formsite doesn't support Dynamics so we need a new solution. Any recommendations? Is Forms useful? Or something else?

  • All My Systems Profile Picture
    All My Systems 84 on at
    RE: Best solution for Wordpress Form and Dynamics?

    Hi

    If you have Dynamics Marketing, then you can use this form builder docs.microsoft.com/.../marketing-forms

    If you've got Dynamics for Sales, but not Marketing, then this plugin is helpful wordpress.org/.../

    Regards

    Pete

  • beulahsantiago Profile Picture
    beulahsantiago 5 on at
    RE: Best solution for Wordpress Form and Dynamics?

    I could speak from the perspective of an accountant and an entrepreneur who has a small business in this field. The importance of having a well-optimized webiste with an attractive design I did not understand until the pandemic started

  • sotostacy Profile Picture
    sotostacy 5 on at
    RE: Best solution for Wordpress Form and Dynamics?

    However, I would consider creating an attractive website to attract customers.

  • Verified answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: Best solution for Wordpress Form and Dynamics?

    Hi,

    Here is an article which lists several ways to integrate Dynamics and Wordpress.

    Best Ways To Integrate Microsoft Dynamics 365 With WordPress (techairgroup.com)

    Please refer to it to know more.

  • RicksterBC44 Profile Picture
    RicksterBC44 115 on at
    RE: Best solution for Wordpress Form and Dynamics?

    Hi, we are a small company running 6 licenses of Dynamics Professional Edition. From what I see, to get the Marketing Edition would cost us many many times our present cost so we cannot justify that. I was wondering if there was an easier less expensive option. Thanks

  • Nya Profile Picture
    Nya 29,058 on at
    RE: Best solution for Wordpress Form and Dynamics?

    Hi,

    Have you tried the Capture form in Marketing?

    Please refer to the following documentation to know more about it:

    Embed forms on external websites (Dynamics 365 Marketing) | Microsoft Docs

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