Want the “contact us” on your website to automatically create leads in CRM?
Want to allow customers to use a web form to submit cases or trouble tickets?
Want employees to be able to enter referrals without needing a CRM license?
It has been possible to do all of these things for a while – but the available options always carried with them an additional cost, or complex setup. Today I’ll show you how to use Office 365 Forms, Flow and Dynamics CRM to easily create a form that adds a new lead record to Dynamics 365. For my example, I’ll use leads – but this can work for cases or anything else in CRM too,
First, use Microsoft Forms to create a lead capture form. With Dynamics 365 open, click the “checker board” menu icon in the upper-left. If you don’t see forms, then click the All Apps link at the bottom of the menu. Select Forms.
It’s very easy to create a form, so I won’t go into detail here. Below you can see a simple form that I created so that attendees to a workshop my boss is presenting can request a copy of an eBook.
Since you’ll want others to be able to access your form, make sure you click the “Share” button and select “Anyone with the link can respond”. Copy the link and paste it into OneNote – you’ll need it later.
By the way, if you want to embed the form in a web page, you can click the “embed” link to get embeddable code.
Does your Microsoft Form include some new fields that aren’t in Dynamics 365 yet? If so, you’ll need to edit the lead entity to add them. In most cases you shouldn’t need to do this, but it’s worth considering before you proceed to the next step.
The bad news: this is the hard part.
The good news: it’s not that hard!
You’re cookin’ with gas! Here’s what your completed flow should look like.
Give it a try by filling out your form and checking CRM to see if the record was created.
So, why wouldn’t you use this method to convert web leads to Dynamics 365 leads? What do some of the other solutions add that this doesn’t?
Even with those limitations, the method described in this article is a very fast and easy way to create leads, cases and other records in Dynamics 365 by using Microsoft Forms and Microsoft Flow. If you’re a small business, or you have a quick and dirty project, this approach can be a cost-effective solution.
Looking for other clever solutions to your Dynamics 365 challenges? Contact C5 Insight, we’d love to hear from you!
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.