Web Form's Submission to Lead creation in CRM

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Posted on by Jabbar CRM

Hi,

I need help when my website's form gets filled and submitted then it must be sent to Dynamics 365 in order to create the Lead record. and website's form is going to be in HTML format so I don't want to make use of Microsoft Forms.

Looking forward to seek your responses

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Kokulan 18,054 on at

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RE: Web Form's Submission to Lead creation in CRM

Hi

Since you are on CRM Online, you could achieve what you want with a simple flow.

Here is what you could do to get the Lead record created in CRM.

01. When users click on Submit button on your website, post that to Flow.

02. Let the Flow parse the form data into Json object

03. Use the data in the JSON object in Flow to create a lead record in CRM.

Please have a look at the page below for the full example

blogs.microsoft.co.il/.../implementing-lead-landing-page-with-flow-in-10-min-or-less
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Aric Levin - MVP 30,188 Moderator on at

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RE: Web Form's Submission to Lead creation in CRM

Seems like you are not using Dynamics Portals, correct?

If that is the case you need to call the WebApi from the form that the user is submitting. You will have to authenticate against CRM first before you are able to use WebApi (or Organization Service).

You can also use Server to Server authentication, but I am not sure the type of form that you are building:

docs.microsoft.com/.../build-web-applications-server-server-s2s-authentication

Hope this helps.