Automate Lead Capture in Dynamics 365 Sales | Beaumont Fifield

Businesses first start adding leads into Dynamics 365 Sales and the instinct is usually the same, create them manually, or bulk import from a spreadsheet. Both work, but they have something in common: you are doing all the work. There's a better way.

Let Leads Submit Their Own Interest

Rather than your team manually entering every lead into the CRM, why not let prospective customers do the initial legwork? By adding a form to your website, visitors can submit their details and express interest directly. Through an integration, that data feeds straight into Dynamics 365 as a new Lead, no manual entry required.

It's a simple concept, but the impact on your team's workload can be significant.

Do This

The setup is straightforward. A lead completes a form on your website, submits their information, and the integration creates a Lead record in Dynamics 365 automatically. From there, your sales team picks it up and manages it through the pipeline as normal.

To keep things clean and actionable, you can create a dedicated view in Dynamics 365 called something like "New Leads", so every inbound lead from your website lands in one place, ready for your team to action. No digging around, no missed enquiries.

This Matters to Your Team

Manual data entry is time-consuming. Automating lead capture through your website removes that bottleneck, ensures data consistency, and means your sales team can focus on what they're actually there to do, converting leads into customers.

It also means leads are captured in real time. The moment someone expresses interest, it's in your CRM.

Want to Set This Up?

At Beaumont Fifield, we assist businesses connect their website and Dynamics 365 Sales so that leads capture instantly and automatically. Contact us to arrange a demo and get this working for your team.