How do you capture data from your web forms in Dynamics 365?
One method might be to implement a custom workflow to import these submitted forms, but this needs to be configured. That’s why some organisations don’t have integrated forms so this data isn’t accessible in their CRM.
Web forms are automatically connected if you are using Dynamics 365 Customer Insights. Embedding its native forms has always been an option, but you may want to continue with your existing web forms. For example, these may rely on other integrations or handling complex business logic.
Customer Insights offers the best of both. You can continue capturing responses from your existing forms but also have these submissions sent into Dataverse, where they are accessible by Dynamics 365.
How do capture forms work?
The Customer Insights capture form feature mimics the submission of a traditional form.
By selecting ‘Form Capture’ in the Publish Options, you can copy code that can be embedded in your web pages.
This Javascript code will need to be configured and mapped correctly, so Dynamics understands which form field correlates with the correct column in Dataverse.
Further information on these steps can be found on Microsoft Learn Documentation.
Any external form with HTML editing options can be integrated, including popular CMS systems such as WordPress.
When you have correctly configured and tested the form, submissions can be viewed in the same way as a regular Customer Insights form. Navigate to the form in Customer Insights and select the ‘Submissions‘ tab, which lists each posted form containing the submitted data.
How can Capture Forms be used?
This feature may be beneficial if you prefer to keep your existing website forms but still capture the posted data in your Dynamics system.
Examples could include a lead generation form or newsletter signups. This wouldn’t be recommended for forms such as account creations and login forms as they involve login credentials.
Customer Insights form flexibility
Tools that support data centralisation and prevent information fragmentation offer significant business value. Form capture is no different. By integrating your external web forms, you can segment, profile, and market to leads and contacts while maintaining the complex logic and design of your web forms. If you need help configuring your Customer Insights forms, our team is available to support your objectives.
Related: New Form Audience Management Options in D365 Customer Insights
Updated: August 19, 2025
