connect 2022 banner tablet connect 2022 banner mobile

Capturing Leads from your WordPress Website and Dynamics 365 for Sales

By Dan Leeman | October 25, 2017

Have you ever wanted to capture leads directly from your website when someone submits a contact form?

https://youtu.be/08BT9BNPooA

This video will walk you through the steps to connect your WordPress website to Dynamics 365 for Sales.

  1. Install the Dynamics 365 Integration Plugin.
  2. Go to Dynamics 365 > Connection in your WordPress Dashboard
  3.  Enter the Deployment Type, URL, Username, Password, and press Connect.
  4. Go to the customization area of Dynamics 365 and create a new lead form.
    1. Make sure all required fields are included
    2. Add any fields you want captured in the contact form.
    3. Feel free to re-label any field so it appears as you want it to in your contact form.
  5. Insert a shortcode in your WordPress page to render the form.
    1. Sample shortcode: [msdyncrm_form entity="lead" name="Contact Form" mode="create"  message="Thanks for contacting us! We'll be in touch soon." hide_form="true"]
    2. Additional options: http://docs.alexacrm.com/wpcrm/forms/
  6. Publish the page and test by submitting the form on your website.

Start the Conversation

It’s our mission to help clients win. We’d love to talk to you about the right business solutions to help you achieve your goals.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X