Microsoft Dynamics is a widely popular customer relationship management tool used by companies on an international scale.
Finding the CRM platform that works with you and your company isn’t easy, but many stick with Dynamics 365 due to its many benefits.
Flexibility, ability to connect to cloud networks, and advanced integrations with other Microsoft tools are all part of the package.
To start collecting data on leads, Dynamics 365 users can create webforms to embed within their website.
They can then connect the form to Dynamics. Once a visitor inputs their information, Microsoft Forms and Dynamics 365 sync together to transfer this new lead into your CRM.
Here’s our guide on how to use Microsoft Dynamics CRM webforms for lead generation.
Microsoft Forms is ideal for syncing webform data you’ve collected on leads into your 365 account. How to create and embed a webform in Microsoft Forms:
To connect Forms with 365, it’s best to use Microsoft Power Automate to create a ‘flow’.
The above guide on connecting webforms with 365 can take some time to implement, especially if you’re not familiar with HTML and web editors. A better solution is to use Ruler Analytics.
Ruler is a marketing attribution tool that syncs the data you need between your favourite apps and CRM platform.
It takes into account that managing marketing data yourself is a timely task (and many of us don’t have the luxury of extra time)!
Rather than streamlining all your customer journey data manually, Ruler takes care of the groundwork.
It connects your data between apps, allowing you more time to analyse your efforts. Ruler also tracks the entirety of each lead’s journey with you, collating data on every marketing touchpoint made before a visitor converts into a lead.
Ruler Analytics is here to streamline entire integrations between all your favourite CRM and marketing apps.
A one-stop solution that can achieve all of the above and more, Ruler Analytics connects and fills the gaps within your marketing data.
Pulling this marketing data together to develop a comprehensive view of how your campaigns are performing, Ruler can drastically enhance your ROI with in-depth reports.
To explore how Ruler could work for you and your teams, book a free demo with us today. If you have any questions, you use our instant chat tool in the bottom right hand corner.