Your Website is Your Best Salesperson: Automating Lead Capture and Routing into Dynamics 365
Session Overview: “Most organizations treat their website and their CRM as two separate systems with a human in the middle manually bridging the gap. This session shows you how to eliminate that gap entirely.
We’ll cover practical, real-world patterns for capturing leads from web forms and routing them to the right seller or queue inside Dynamics 365 without manual intervention. You’ll see live demos of how Power Automate, Dataverse, and external web platforms can be wired together to create a seamless lead pipeline that works while your team sleeps.
Whether you’re using a Microsoft-native front end or an external website, the CRM-side automation patterns are the same, and this session covers both. Attendees will walk away with reusable flow templates they can implement immediately.”
Learning Objectives:
- Build an automated lead capture pipeline that connects web form submissions directly into Dynamics 365 without manual data entry or human handoff.
- Identify the integration points between external websites and Dataverse/Dynamics 365, including webhook patterns, connectors, and API-based approaches.
- Understand the possibilities that are available through Power Automate to enhance this process with additional Power Automate actions and connectors.
Speakers: Nick Hance
Recorded at: Community Summit NA 2026
Type: Education Session
Ability Level: 210 – Intermediate
Primary Product: Dynamics 365 CE (CRM)
Tracks: Marketing, Sales
Terms: All rights reserved by the speaker, Community Summit NA, and Dynamic Communities and cannot be reproduced or distributed without express written consent by the speaker and Dynamic Communities.
