How to Create Microsoft Dynamics 365 Forms in WordPress

How to Create Microsoft Dynamics 365 Forms in WordPress

Would you like to create a Microsoft Dynamics 365 WordPress form to add leads, contacts, accounts, and subscribers to your Dynamics 365 CRM account?

Microsoft Dynamics 365 is a CRM (customer relationship management) platform that helps businesses track and manage customer interactions. With a Microsoft Dynamics 365 WordPress form, when someone fills out your form, their information will be automatically added to your CRM account.

In this tutorial, we will learn how to integrate WordPress with Microsoft Dynamics 365 so you can create optin forms to capture and save leads and information to your account using our powerful Microsoft Dynamics 365 WordPress plugin.

First, please ensure you’ve connected your Microsoft Dynamics 365 account to MailOptin.

Then go to the Optin Campaign page and click the Add New button at the top to create an optin form.

Enter a title for the campaign, select the optin type (for this tutorial, we’ll choose Lightbox), and click the optin form design you want.

You will then be redirected to the form builder, with options and the flexibility to customize the optin form to your heart’s content.

MailOptin WordPress Optin form builder

Next, open the Integration panel. Select Microsoft Dynamics 365 as the integration and the marketing list to add leads or contacts to.

See: Adding Extra Fields to Your Optin Form

Click on “Map Custom Fields” to map the form fields to the Dynamics 365 Contact entity fields or attributes.

Navigate to the “Display Rules” panel. If you want the opt-in form to be displayed everywhere (all pages) of your WordPress site, check “Globally load optin” Otherwise, use the page-level targeting and triggers to determine how and where the opt-in will be shown on your site.

MailOptin display rules and targeting Page level targeting of optin forms

Finally, save the changes. Preview your website, and you should see the optin displayed. If it doesn’t show up, clear your website and browser cache.

You can follow the guide below to learn how to create other popular email opt-in forms. Please remember to select Microsoft Dynamics 365 in the Integration panel.

Creating Microsoft Dynamics 365 WordPress forms is an excellent way for businesses to capture more leads, improve their sales process, and increase sales. To enhance your business’s lead generation and sales process, consider creating Microsoft Dynamics 365 WordPress forms using MailOptin.

Tags: Dynamics 365