Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Form on website to cre...
Microsoft Dynamics CRM (Archived)

Form on website to create leads in CRM when entered, Please help!

(0) ShareShare
ReportReport
Posted on by UncleSpeezy 100

Hello All,

I am a functional user with CRM and supporting our organizations solution day to day. I get requests for workflows, business rules, ext which are no problem. I recently received a request that is a bit out of my realm and would like some help form the community to solve the problem... Any help is greatly appreciated.

We use CRM Online 2016

Request:

We would like to create a new lead record every time someone enters a form on our website. The fields would be updated from the fields entered through the website.

Simple enough right!?

 Could someone step by step walk me through the best way to accomplish this? I have some developers on staff that I am not afraid to bring on, however they have not done any CRM development. I know they will need the "method" that allows CRM to retrieve and create records based on the data.

As mentioned before, any direction or help would be greatly appreciated.

*This post is locked for comments

  • Verified answer
    nghieppham Profile Picture
    nghieppham 4,755 on at
    RE: Form on website to create leads in CRM when entered, Please help!

    Hi CRMGuy,

    There are many ways that MS CRM support for integration system, I just show you the basic ways and guideline that you can implement system, for the detail code, if you need, please give me your email, i will give you sample to implement it or you can find sample in Developer SDK of Microsoft.

    1.     Using OAuth (New feature of CRM 2016)

    Step 1:  you can use this feature to connect to CRM Online.

    Step 2: After connect to CRM. You just use the Wapi to create new record. Your developer have to know how to consume the Web Api.

    2. Using managed code in CRM 2016 (This steps use new feature of CRM 2016,)

    Step 1: Your developer can use Mirsosft.Xrm.Tooling.Connector Dll that has been released for developers.

    Step 2: Using CrmServiceClient to connect to CRM 2016 Online

    Step 3: Call CreatNewRecord method to create new record in CRM like

    Note: We also use UpSert message request to do that, but it should use for batch process integration system.

    3. Using IOrganization service, you can refer this link msdn.microsoft.com/.../gg328198.aspx  

    Step 1: Init the OrganizationProxy to connect to CRM :

                   using ( var _serviceProxy = new OrganizationServiceProxy(this.OrganizationUri, this.HomeRealmUri, Credentials, null))

                   {

                       this._orgContext = new OrganizationServiceContext(this.serviceProxy);

                       this._orgService = (IOrganizationService)this.serviceProxy;

                   }

    Step 2: Call Sevice and init entity that you want to create:

              Entity acc = new Entity("account");

                       acc["name"] = "sample";

                       _orgService.Create(acc);

    you can use early bound or late bound to implement it

    Hope that you has been clear. Please marked the Answer if it is helpful for you.

  • UncleSpeezy Profile Picture
    UncleSpeezy 100 on at
    RE: Form on website to create leads in CRM when entered, Please help!

    Hi,

    It is CRM online 2016 from Oracle website (.NET).

    Any suggestions so I can point my developers in the right direction?

    Granular steps if possible as this is our first connection from the website to our crm system...

    Thanks Nghippham.

  • nghieppham Profile Picture
    nghieppham 4,755 on at
    RE: Form on website to create leads in CRM when entered, Please help!

    Hi Guy,

    There are many way to do that. It was depend on your requirement.  You can use client script or c# 3 to do that. CRM 2016 also support web api for client script. You also can use new feature of Xrm tooling connection to connect to CRM system and implement the method to create data in CRM, It also depend on your CRM system, you should check if your system is crm online, or IFD onpremise.

  • Suggested answer
    razdynamics Profile Picture
    razdynamics 17,304 User Group Leader on at
    RE: Form on website to create leads in CRM when entered, Please help!

    HI CRMguy

    you need to get your developers to look at the web service examples provided in the  Microsoft Dynamics CRM SDK, which you can download from here www.microsoft.com/.../details.aspx

    If you do decide to go down the custom webservice route then you may want to consider the Early bound Vs Late bound etc

    Best Wishes, Raz

  • UncleSpeezy Profile Picture
    UncleSpeezy 100 on at
    RE: Form on website to create leads in CRM when entered, Please help!

    Raz,

    Thank you for the quick response.

    We are trying to stay away from the "ready to buy" add-ons.

    Could you describe or point me in the right direction for some examples, documentation, guide to the "best approach".

    Also the development team was asking which "method" to use to all data to be retrieved from CRM. Could you elaborate on that if possible?

    Thank you!

  • Suggested answer
    razdynamics Profile Picture
    razdynamics 17,304 User Group Leader on at
    RE: Form on website to create leads in CRM when entered, Please help!

    Hi CRM Guy

    There are some ready to buy addons that will allow you to consume Forms as a Widget on your Website (Power Forms, Click Dimensions etc) depending on the CMS or website platform your using. You can also develop your own solution and there are examples in the Microsoft Dynamics CRM SDK, which you can download from here www.microsoft.com/.../details.aspx

    You could even keep your website separate and collection the completed forms in a CSV folder, and sync them to CRM using SSIS / Scribe or Web services.

    the best approach would be to have your webform integrated to crm via a webservice and it will help with syncing the data in real time as well as preventing duplicates.

    Kindly Tick 'Yes' to Verify :)

    Best Wishes, Raz

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans