Starting with a lead. Do you have a website? Do you have a contact form on your website? Does that integrate with you Dynamics environment? Here at D365 Life Without Code we have used a few techniques to connect our website to our Dynamics system.
Using WordPress plugins (no code needed) we were then able to then populate a lead with the information from the contact form. However, we didn’t stop at one form – we decided to go a little bit further.
Throughout our website you will see that there are slightly different contact forms on different pages, and there is a reason for this. For example, if you click on our D365 Byte Sized page you will see a contact form there. When you populate this, it passes a key phrase through to Dynamics.
We then have a workflow checking all leads created and this looks for various key phrases. When it sees our one for D365 Byte Sized a few things happen. It takes the person who signed up and creates a contact record for them, and it sends them an email with the current issue attached. Lastly it creates action points for us as a team to check everything worked.
I’m sure you will agree this has made our life easier. Not only have we reduced admin time from taking lead information from an email and manually putting it into Dynamics, but we have also used workflows to analyze the data automatically, allowing us to use our time in more effective ways.
Starting with a lead ending with an order!
If you would like to explore how you can make your life easier then please book in for our 2.5 hour guided support session where for a fixed price of £195 we can work with you to get you up and running.
This article was originally published in our newsletter D365 Byte Sized 02