parameter to pass context Archives - Microsoft Dynamics 365 Blog https://microsoftdynamics.in/tag/parameter-to-pass-context/ Microsoft Dynamics CRM . Microsoft Power Platform Tue, 02 Jun 2020 17:35:37 +0000 en-US hourly 1 https://wordpress.org/?v=6.6.1 https://i0.wp.com/microsoftdynamics.in/wp-content/uploads/2020/04/cropped-Microsoftdynamics365-blogs.png?fit=32%2C32&ssl=1 parameter to pass context Archives - Microsoft Dynamics 365 Blog https://microsoftdynamics.in/tag/parameter-to-pass-context/ 32 32 176351444 Add / Embed Forms Pro Survey on Website and capture Response on dynamics 365, source of survey as variable context https://microsoftdynamics.in/2020/06/02/add-embed-forms-pro-survey-on-website-and-capture-response-on-dynamics-365/ Tue, 02 Jun 2020 17:35:37 +0000 http://microsoftdynamics.in/?p=3366 We received a requirement from Sitecore team to provide them a method from which they can send us to lead using a form but they don't want any integration or use of API

We created a contact us Survey informs pro, provided them embedded link to check and we also added a variable source who's valued by default was Website.
This way we were able to track from where these responses are coming

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Click HereCreate Personalized form pro survey

Click HereCreate Anonymous form pro survey

Click HereConvert forms pro survey response to Lead Microsoft dynamics 365

In our previous video, we created anonymous survey and checked who to pass a variable as a parameter in Survey URRL

  1. We received a requirement from Sitecore team to provide them a method from which they can send us to lead using a form but they don’t want any integration or use of API
  2. We created a contact us Survey informs pro, provided them embedded link to check and we also added a variable source who’s valued by default was Website.
  3. This way we were able to track from where these responses are comming

Click here to see full post

https://i0.wp.com/microsoftdynamics.in/wp-content/uploads/2020/06/img_5ed64d236bd48.png?fit=1580%2C708&ssl=1

Step 1: Create a new Variable in forms pro survey

  1. create a new Variable “Source” which will be used to get source of the anonymous survey
  2. For testing, we will place Variable in Subheading

Step 2: Generate code to embed Survey on your website

  1. We can use QR code, simple link or website embedding to distribute our anonymous survey
  2. Here we will embed the survey on our website and use survey response to create a lead-in CRM
  3. Copy the code generated
https://i0.wp.com/microsoftdynamics.in/wp-content/uploads/2020/06/img_5ed68a8e3da18.png?fit=1577%2C820&ssl=1

Step 3: Paste the copied script on to the website page

  1. this script is to render the survey form on the webpage as iframe
  2. But we need to create a place holder in our HTML page

Also, please we need to do some styling otherwise survey iframe will show a link not full Form

  • Now we will add parameter as context in our place holder when rendering the survey

Publish the page and you will see forms pro survey rendering successfully with our source variable value as DVMSKE.COM

https://i0.wp.com/microsoftdynamics.in/wp-content/uploads/2020/06/img_5ed68d1ddb78f.png?fit=1669%2C607&ssl=1

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