Configuring DataConnect to upload web form submissions to Dynamics CRM


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

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Configuring DataConnect to upload web form submissions to Dynamics CRM

  1. 1. Dynamics CRMINTEGRATION WITH web forms<br />Connect your web forms with Dynamics CRM and other applications<br />TreeCat Software<br />
  2. 2. Data Flow Diagram<br />What is required:<br />Data Connect <br />Web Forms connector for Data Connect<br />Target application connector for Data Connect (Dynamics CRM, Email, etc.)<br />A data map for your web form<br />
  3. 3. Data maps<br />Which Dynamics CRM entity are you going to use for this particular web form?<br />How are web form fields going to be mapped to the Dynamics CRM entity fields?<br />How do you distinguish this web form from others (is there a special id field, or are you going to use referrer http header?)<br />
  4. 4. Create an entity in Dynamics CRM (you can use one of the default entities as well)<br />For instance, define a web request entity that will expose the following fields:<br /><ul><li>First Name
  5. 5. Last Name
  6. 6. Email
  7. 7. Phone
  8. 8. Company Name
  9. 9. Subject
  10. 10. Message</li></li></ul><li>Create an instance of web connector (slide 1)<br />Start Data Connect<br />Open File->Data Connectors dialog<br />Use popup menu to choose data connector type<br />Click “Add”<br />
  11. 11. Create an instance of web connector(slide 2)<br />Choose web forms connector from the list of deployed connectors<br />Give your new connector some meaningful name. You don’t need to update connector settings for this particular connector<br />
  12. 12. Create an instance of web connector(slide 3)<br />Click OK. New connector instance should be displayed in the list of available connector instances:<br />Don’t forget to click “OK” in the “connector instances” dialog window<br />At this point, a new web connector instance is created for you<br />
  13. 13. Create an instance of Dynamics CRM data connector(slide 1)<br />Follow the same steps as for Web Forms connector, but choose “Dynamics CRM Connector” from the list of deployed connector instances<br />Give your new connector a name, and click “Connector configuration” button to configure Dynamics CRM instance settings<br />
  14. 14. Create an instance of Dynamics CRM data connector (slide 2)<br />Define Dynamics CRM connection settings<br />For the live Id authentication you don’t need to provide domain name<br />You can find your organization address url in the developer resources area of your Dynamics CRM instance<br />
  15. 15. At this point, you are supposed to have<br />A configured instance of web connector<br />A configured instance of Dynamics CRM connector<br />You still need to define a data map, though<br />
  16. 16. Creating a new data map (slide 1)<br />Create a new folder in the Data Connect<br />Create a new map<br />
  17. 17. Creating a new data map (slide 2)<br />Select web forms connector for the source, and Dynamics CRM connector for the target<br />Click OK and wait for a few seconds until Data Connect reads metadata information from Dynamics CRM<br />
  18. 18. Creating a new data map (slide 3)<br />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”<br />In the form browser dialog, enter the url of your form, and click “go”<br />
  19. 19. Creating a new data map (slide 4)<br />Choose the web form for which you want to configure a data map<br />Click “select form” <br />Data Map Editor will automatically populate source fields selector with all the input fields available in your form<br />Select “Web Request” from the list of Dynamics CRM entities. Here is how the data map should look like by this moment<br />
  20. 20. Creating a new data map (slide 5)<br />Choose a source field <br />Choose a target field<br />Click “Add Link” button<br />Verify “expression” configuration<br />Here is how it may look like<br />
  21. 21. Creating a new data map (slide 6)<br />Click “OK” and do the same for the rest of the fields<br />Create an additional link for the “Name” target field and use 'Contact Form Submission‘ as an expression (make sure to use single quotes)<br />
  22. 22. Creating a new data map (slide 7)<br />Select “referrer” source field<br />Click “Add filter” button<br />Choose an operator and provide a value to distinguish this web form submissions from other web forms data<br />Click “OK”<br />Click “OK” in the Data Map Editor dialog <br />You will see a new data map create for you<br />
  23. 23. Creating a new data map (slide 8)<br />
  24. 24. Update your web form to make it send data to the web forms connector<br />Change web form’s action attribute<br /><form action="/CRMConnector/pushdata.aspx?userId=<your_user_id>" method="post"><br />Add dataLinkRedirect parameter<br /><input type="hidden" name="dataLinkRedirect" value=“" /><br />
  25. 25. Test your configuration settings<br />Open your web form and submit some data<br />In the Data Connect application, click “start processing” button<br />Assuming everything is configured properly, you will see your web form submission in the Dynamics CRM shortly<br />Leave Data Connect running – it will keep forwarding new web form submissions to your Dynamics CRM until you stop data processing<br />
  26. 26. Links<br /><ul><li>Data Connect at youtube
  27. 27. Data Connect home page
  28. 28. TreeCat Software Web Site</li></li></ul><li>Thank you for watching! Visit us at<br /><br />TreeCat Software<br />