Microsoft Dynamics 365 integration
Want to process website enquiries in Microsoft Dynamics 365? The right route depends on the app and process you use. Read about the options or book a conversation.
What is Microsoft Dynamics 365?
Microsoft Dynamics 365 includes several business apps. Customer Insights - Journeys can display marketing forms on an external website; Dynamics 365 Sales manages leads and sales data.
A connection starts with a practical question: should a submission enter a marketing journey, reach sales or start another process? That determines the form and the data it needs.
Forms on your site
Embed a Customer Insights - Journeys form on your own page.
Relevant data
Map fields to the intended lead or marketing submission.
The right route
Match follow-up to the process in the Dynamics app you use.
Domain setup
Prevent rejected submissions by configuring your site domain.
How do I connect Microsoft Dynamics 365 to my website?
Customer Insights - Journeys can embed a form on an external site with JavaScript or share it as a standalone page. A form submission can start a journey. Your domain must be allowed for external forms.
If you already have a site form, form capture is another option. Microsoft recommends it especially when the form also feeds other systems or has complex logic. Connecting Sales or service data requires a separate decision for the app in use.
Common challenges with CRM integrations
How does Super Interactive connect Microsoft Dynamics 365 to your website?
We first review the Dynamics 365 apps you use and the job of each form. In Customer Insights - Journeys, we choose an embed or form capture and check the domain.
Then we test the submission and follow-up in the right app. We map fields and permissions separately for Sales or service processes.
Need help connecting Microsoft Dynamics 365?
Discuss which Dynamics 365 app handles your forms and how to configure your site domain.
Victor
Developer