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“Browse” and select the PowerPack solution file that you have previously downloaded to your desktop, once the zip file is populated select “Next”. IMPORTANT: If you do not have the proper security permissions to upload a solution you may need to contact your CRM Admin. To begin the import process navigate to Settings > Solutions in your CRM environment. 
This will prompt a dialog box that will walk you through the import process, which is shown below. To navigate to this section, you would simply go to Settings > Solutions > Select the Import button from the ribbon. The first step in getting started with any managed solution in Microsoft Dynamics CRM is to import the solution under the Solution section of CRM.
Create landing pages for your web forms. For example, if your web form is creating leads, you can check for duplicates in both Leads and Contacts before creating the new lead. Set up duplicate detection on more than one entity. Redirect visitors who completed the form, either manually (through clicking a button) or automatically. For Example: Use the Hidden field type to automatically populate the Topic of the lead that is created from a web form, or to populate the lead source or something similar. Automatically populate Dynamics 365 fields when a form is submitted. Turn Google captcha on to prevent spam submissions – or leave it turned off. Customize the look and feel of the web form using CSS so the form fits flawlessly into your web page. Choose from many different field types, including text box, radio button, check box, dropdown, and more. Then, when people fill in the PowerWebForm, they are automatically registered in GoToWebinar. Simply set up your webinar in GoToWebinar, create your web form in Dynamics 365, and publish that web form to your website. PowerWebForm seamlessly integrates with GoToWebinar. Plus, you now have the ability to reach out to website visitors without any lag time whatsoever. By allowing everything to be done under the Dynamics 365 umbrella, PowerWebForm eliminates the need to export/import lists to/from other databases. You can then choose to create a Lead, a Contact, or any other entity – even a custom entity!Įasily build your web form in Dynamics 365, post it on your webpage, and start gathering submissions – it’s literally that simple. This PowerPack add-on allows you to capture information from an online web form and instantly pull it directly into Dynamics 365. Creating web forms in Dynamics 365 is fast and easy with PowerWebForm.
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