See how you can use DataConnect to store your web forms submissions in any Dynamics CRM entity.

1. Dynamics CRMINTEGRATION WITH web forms Connect your web forms with Dynamics CRM and other applications TreeCat Software

2. Data Flow Diagram What is required: Data Connect Web Forms connector for Data Connect Target application connector for Data Connect (Dynamics CRM, Email, etc.) A data map for your web form

3. Data maps Which Dynamics CRM entity are you going to use for this particular web form? How are web form fields going to be mapped to the Dynamics CRM entity fields? How do you distinguish this web form from others (is there a special id field, or are you going to use referrer http header?)

5. Last Name

6. Email

7. Phone

8. Company Name

9. Subject

11. Create an instance of web connector(slide 2) Choose web forms connector from the list of deployed connectors Give your new connector some meaningful name. You don’t need to update connector settings for this particular connector

12. Create an instance of web connector(slide 3) Click OK. New connector instance should be displayed in the list of available connector instances: Don’t forget to click “OK” in the “connector instances” dialog window At this point, a new web connector instance is created for you

13. Create an instance of Dynamics CRM data connector(slide 1) Follow the same steps as for Web Forms connector, but choose “Dynamics CRM Connector” from the list of deployed connector instances Give your new connector a name, and click “Connector configuration” button to configure Dynamics CRM instance settings

14. Create an instance of Dynamics CRM data connector (slide 2) Define Dynamics CRM connection settings For the live Id authentication you don’t need to provide domain name You can find your organization address url in the developer resources area of your Dynamics CRM instance

15. At this point, you are supposed to have A configured instance of web connector A configured instance of Dynamics CRM connector You still need to define a data map, though

16. Creating a new data map (slide 1) Create a new folder in the Data Connect Create a new map

17. Creating a new data map (slide 2) Select web forms connector for the source, and Dynamics CRM connector for the target Click OK and wait for a few seconds until Data Connect reads metadata information from Dynamics CRM

18. Creating a new data map (slide 3) Load web form fields into data map editor – in the lower right corner of the Data Map Editor dialog, choose “load web form fields” option and click “go” In the form browser dialog, enter the url of your form, and click “go”

19. Creating a new data map (slide 4) Choose the web form for which you want to configure a data map Click “select form” Data Map Editor will automatically populate source fields selector with all the input fields available in your form Select “Web Request” from the list of Dynamics CRM entities. Here is how the data map should look like by this moment

20. Creating a new data map (slide 5) Choose a source field Choose a target field Click “Add Link” button Verify “expression” configuration Here is how it may look like

21. Creating a new data map (slide 6) Click “OK” and do the same for the rest of the fields Create an additional link for the “Name” target field and use 'Contact Form Submission‘ as an expression (make sure to use single quotes)

22. Creating a new data map (slide 7) Select “referrer” source field Click “Add filter” button Choose an operator and provide a value to distinguish this web form submissions from other web forms data Click “OK” Click “OK” in the Data Map Editor dialog You will see a new data map create for you

23. Creating a new data map (slide 8)

24. Update your web form to make it send data to the web forms connector Change web form’s action attribute <form action="/CRMConnector/pushdata.aspx?userId=<your_user_id>" method="post"> Add dataLinkRedirect parameter <input type="hidden" name="dataLinkRedirect" value=“http://treecatsoftware.com/ThankYou.aspx" />

25. Test your configuration settings Open your web form and submit some data In the Data Connect application, click “start processing” button Assuming everything is configured properly, you will see your web form submission in the Dynamics CRM shortly Leave Data Connect running – it will keep forwarding new web form submissions to your Dynamics CRM until you stop data processing

27. Data Connect home page