Episerver Microsoft Dynamics CRM

Setting up Episerver forms with Microsoft Dynamics CRM

The Forms Marketing Automation Integration (MAI) connector lets you connect Episerver form fields to a Microsoft Dynamics CRM database. See also: Marketing Automation.

Note:  An administrator must install the EPiServer.Marketing.Automation.Forms and EPiServer.MarketingAutomationIntegration.MSDynamics NuGet packages to use the Microsoft Dynamics CRM connector.

1. Open the global menuA group of options that appears in the uppermost part of the user interface when logged in. The global menu displays products and systems integrated with your website. It also displays links to the user guide and user settings, and to a global search. See the User interface topic for further information. and select Admin > Config > Tool Settings > Microsoft Dynamics CRM. The Microsoft Dynamics CRM settings screen appears.
   —Image: Configuring the Microsoft Dynamics CRM connector—

   

   Note:  You can have multiple instances of the same connector. For example, if you have marketing teams in separate regions, you can have more than one Microsoft Dynamics CRM connector, such as Microsoft Dynamics CRM - Europe, Microsoft Dynamics CRM - US, and Microsoft Dynamics CRM - APAC. Click Add Connector to add another instance.

2. Enter the User Name, Password, Domain, Organization, and CRM Address associated with your Microsoft Dynamics CRM account and click Save.
3. Create a form on a page.
4. Click All Properties on the form.
5. Open the Mappings tab.
6. Select the database to which you map the form fields from the MA System Database drop-down field.
   —Image: Select the database—

   

7. Click Publish.
8. On the form, select Edit from a form field's context menu.
9. Open the Extra field mappings tab. The database option that you selected earlier appears.
10. Enable the database option and open the associated drop-down to see the fields it has available. For example, if your form has a Text field that was configured to capture a name:
    1. Edit the email text field.
    2. Select the Extra field mappings tab.
    3. Select LastName from the drop-down list to map the Microsoft Dynamics CRM database field to the Name field on the form.
    —Image: Mapping a Microsoft Dynamics CRM database field to a form field—

    

11. Repeat steps 8 through 10 for as many fields that you want to map.
12. Click Publish.

To test the mapping, go to your form on a published page, fill in and submit the form, then go to your Microsoft Dynamics CRM provider to verify that the user is added to the Microsoft Dynamics CRM database.

Retrieving contact data

When a visitor submits the form, the data is sent to Microsoft Dynamics CRM. To see who submitted the form, go to your Microsoft Dynamics CRM account and open the Sales menu and choose Lead, Account, or Contact.

Personalizing the form using a block

You can personalize a form to show only to a selected group of people. The following image shows personalizing a form to show only for people in the US Web Developers visitor group. For more information about creating a visitor group and displaying information based on a visitor group, see Visitor groups.

—Images: Personalize form—

To create a visitor group for a Microsoft Dynamics CRM form, see Create a visitor group for an MAI connector form.