Are you using PowerWebForm to collect new leads from your website? Wouldn’t it be great you could assign leads to a specific user in your organisation, rather than to the form’s owner?
How to assign an owner to a newly created lead in PowerWebForm
Is this the sequence you’d like to happen?
- A user fills submits an enquiry form on your website
- The form is received by your Microsoft Dynamics 365 system
- A new lead is created (or contact or account)
- The lead is assigned to a specific user
- The new user is notified
It’s easy to create a form and a new lead with PowerWebForm, but automatically assigning an owner to the created lead is more involved. I’ll explain how to assign an owner, using a new field and a CRM workflow.
I’m assuming you’ve created a web form with all the fields you wish the user to complete. If you need help with PowerWebForm – look at the excellent PowerWebForm guide
Next, in Microsoft Dynamics
Create a new field in the lead entity
- This new field will hold your user’s name.
- Make a new field with
- Data type = Lookup
- Target record type = Lead
Create a new field on your web form
In PowerWebForm add a new field as below
- IMPORTANT – the Field Label must be systemuserid
- The field type must be Hidden
- The default value must be a valid user GUID – here’s how to find a user’s GUID
- The user must have the PowerWebForm Service User role as described here
- Map this field to the new field you created in Dynamics
Create a workflow in Dynamics 365
- Create a new workflow which starts when a new lead is created
- Use an Assign Record step to set the Owner of this lead to be value of the newly created lookup field
Now when your web form is submitted, a new lead is created and assigned to the user you specified.
Want more features?
- You could create a workflow to set a task reminding the new owner to follow up the lead.