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	<title>dynamics 365 rpa Archives | KAISPE</title>
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		<title>Generate Lead record in Microsoft Dynamics CRM through Web Contact form using MS Power Automate</title>
		<link>https://www.kaispe.com/generate-lead-record-in-microsoft-dynamics-crm-through-web-contact-form-using-ms-power-automate/</link>
		
		<dc:creator><![CDATA[jdkaispe]]></dc:creator>
		<pubDate>Mon, 04 May 2020 18:48:54 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<category><![CDATA[dynamics 365 rpa]]></category>
		<category><![CDATA[lead generation rpa]]></category>
		<guid isPermaLink="false">https://www.kaispe.com/?p=1297</guid>

					<description><![CDATA[<p>Recently I was working on a scenario where I have to automatically generate a lead record in Microsoft Dynamics CRM through a simple web contact form using MS Power Automate. [&#8230;]</p>
<p>The post <a href="https://www.kaispe.com/generate-lead-record-in-microsoft-dynamics-crm-through-web-contact-form-using-ms-power-automate/">Generate Lead record in Microsoft Dynamics CRM through Web Contact form using MS Power Automate</a> appeared first on <a href="https://www.kaispe.com">KAISPE</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p>Recently I was working on a scenario where I have to automatically generate a lead record in Microsoft Dynamics CRM through a simple web contact form using MS Power Automate. Typically, when visitors visit a corporate website, they show their interest in products or services by filling in a contact form in Contact page of website. This is helpful in RPA (Robotic Process Automation) scenarios where we need to automatically generate a lead record in CRM through the information in contact form without human intervention.</p>
<p>So, today we will walk through an entire process step by step to understand the flow in detail.</p>
<p>Here are the steps we follow in our scenario &#8211; add trigger <strong>When a new email arrives</strong>, add an action <strong>HTML to Text</strong> to convert an email body to plain text.</p>
<p><img fetchpriority="high" decoding="async" class=" wp-image-1298 aligncenter" src="https://www.kaispe.com/wp-content/uploads/2020/05/crmleadblog.png" alt="" width="578" height="122" /></p>
<p>Next, add <strong>Compose</strong> action to split an email body into an array:</p>
<p><img decoding="async" class=" wp-image-1299 aligncenter" src="https://www.kaispe.com/wp-content/uploads/2020/05/crmleadblog1.png" alt="" width="570" height="162" /></p>
<p>Now, as we have output in an array, each element a line from your email. Next, we need to add a <strong>Filter array</strong> to extract the line with &#8216;Name:&#8217; and configure its condition rule to verify if current item () contains &#8216;Name: &#8216;</p>
<p><img decoding="async" class=" wp-image-1300 aligncenter" src="https://www.kaispe.com/wp-content/uploads/2020/05/crmleadblog2.png" alt="" width="587" height="309" /></p>
<p>Next, we have to split Name into First and Last name – add <strong>Compose</strong> action to perform the following task:</p>
<p><img decoding="async" class=" wp-image-1301 aligncenter" src="https://www.kaispe.com/wp-content/uploads/2020/05/crmleadblog3.png" alt="" width="585" height="236" /></p>
<p>In the next following steps, add a <strong>Filter array</strong> to extract the lines with &#8216;Email:’, ‘Company:&#8217;, &#8216; Phone:&#8217; and &#8216;Message:&#8217; &#8211; add <strong>Compose</strong> action with following outputs we get from filter array.</p>
<p><img decoding="async" class=" wp-image-1302 aligncenter" src="https://www.kaispe.com/wp-content/uploads/2020/05/crmleadblog4.png" alt="" width="530" height="553" /></p>
<p><img decoding="async" class=" wp-image-1303 aligncenter" src="https://www.kaispe.com/wp-content/uploads/2020/05/crmleadblog5.png" alt="" width="528" height="572" /></p>
<p>To automate the process, we use <strong>UI Flow</strong> to generate lead record in MS Dynamics CRM through Web Contact form using MS Power Automate</p>
<p><img decoding="async" class=" wp-image-1304 aligncenter" src="https://www.kaispe.com/wp-content/uploads/2020/05/crmleadblog6.png" alt="" width="537" height="392" /></p>
<p>Then send an email to CRM, admin to get approval on if the Lead can be created with approval comments.</p>
<p><img decoding="async" class=" wp-image-1305 aligncenter" src="https://www.kaispe.com/wp-content/uploads/2020/05/crmleadblog7.png" alt="" width="540" height="380" /></p>
<p>If the following is Approve or Rejected, sends back an email to the requester with approver response.</p>
<p><img decoding="async" class=" wp-image-1306 aligncenter" src="https://www.kaispe.com/wp-content/uploads/2020/05/crmleadblog8.png" alt="" width="549" height="205" /></p>
<p>Finally, we have successfully created lead record in MS Dynamics CRM:</p>
<p><img decoding="async" class=" wp-image-1307 aligncenter" src="https://www.kaispe.com/wp-content/uploads/2020/05/crmleadblog9.png" alt="" width="554" height="215" /></p>
<p>We hope you have found it useful. For any queries, please contact info@kaispe.com</p>
<p>The post <a href="https://www.kaispe.com/generate-lead-record-in-microsoft-dynamics-crm-through-web-contact-form-using-ms-power-automate/">Generate Lead record in Microsoft Dynamics CRM through Web Contact form using MS Power Automate</a> appeared first on <a href="https://www.kaispe.com">KAISPE</a>.</p>
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