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Customer experience | Sales, Customer Insights,...
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Is it possible to Generate Only Leads using Dynamics 365 Marketing Page hosted in an external Website?

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Posted on by 230

Greetings!

Is it possible to host a Dynamics 365 Marketing Landing Page using that uses Marketing Forms (Only Leads) in an external environment? Has anybody done this in the past?

My intent is to generate only Leads from the external site as we have our logic in plugin that takes care of Contacts, Account, Generation.

pastedimage1592556589117v1.png

Or is it that only Dynamics 365 Marketing Landing Page using Marketing Forms (Contacts) can be hosted in an external environment using embedded method? ,  The documentation says we could generate Leads "And" / "or" Contacts

https://docs.microsoft.com/en-us/dynamics365/marketing/embed-forms

pastedimage1592556589118v2.png

Thanks,

Shyam

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  • Verified answer
    cloflyMao Profile Picture
    25,210 on at

    Hi Shyam,

    Your setting is correct, if the field is set to "Only leads", then form submission will be only converted to lead record.

    I just tested it before on my own web server page.

    pastedimage1592558841279v1.png

    No associated contact will be created for lead.(I also confirmed it by Advanced Find)

    pastedimage1592558903005v2.png

    In addition, we can find that Contact matching strategy is no longer required if we set the field to "Only leads".

    pastedimage1592559063171v3.png

    https://docs.microsoft.com/en-us/dynamics365/marketing/marketing-forms#createupdate-leads-only

    Regards,

    Clofly

  • dxshyam Profile Picture
    230 on at

    Thanks Clofly, my form is ready :)

    -Shyam

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