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Customer experience | Sales, Customer Insights,...
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Advice Needed for Creating a Landing Page to Download a Whitepaper with Dynamics 365

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Posted on by BluFin.S 64
Hi everyone,
I'm looking for the best way to create a landing page that allows users to download a whitepaper. To access the file, users need to fill out a simple form. The form data should be sent to a table and processed with Power Automate to create a lead in Dynamics 365 Sales.
I've explored the solution of using Power Pages, but the issue is that it's costly since you have to pay for each anonymous user accessing the site. Therefore, I'm looking for other solutions.
Here are some additional details:

  • I have Microsoft 365 Business Premium and Dynamics 365 Sales Enterprise licenses.

  • The company website is built with WordPress but i'd love to stya inside microsoft tools enviroments

  • Another idea was to build a landing page with Microsoft Forms and then pull the data with Power Automate

Does anyone have suggestions on how I could proceed? Any advice or personal experience would be greatly appreciated!
Thank you very much!
 
Categories:
Sales
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 8,202 Super User 2024 Season 1 on at
    Advice Needed for Creating a Landing Page to Download a Whitepaper with Dynamics 365
    Creating a cost-effective landing page for whitepaper downloads while staying within the Microsoft ecosystem is entirely feasible. Here are some recommendations based on your requirements:
     
    Please compare it with you licence once.
     
    1. Use Microsoft Forms as the Landing Page
    Microsoft Forms is a straightforward and I guess it is free solution included in your Microsoft 365 Business Premium subscription.
     
    Setup:
    1. Create a form with fields that collect the required information (e.g., name, email, company).
    2. Customize the form design to align with your branding.
     
    File Download Option:
    After form submission, use the "Thank You" message to include a link to the whitepaper hosted in a secure location (e.g., SharePoint or OneDrive).
     
    Integration with Power Automate:
    1. Create a flow that triggers when a response is submitted in Microsoft Forms.
    2. Pull the form data and create a new lead in Dynamics 365 Sales.
    3. Optional: Send a confirmation email with the download link.
     
    Pros:
    Seamless integration with Power Automate.
    Simple and quick to set up.
     
    Cons:
    Limited branding and customization compared to a standalone landing page.
     
    2. Use SharePoint Online
    SharePoint Online, included with your Microsoft 365 subscription, can serve as a cost-effective alternative to Power Pages.
     
    Setup:
    1. Create a SharePoint site with a custom page designed as a landing page.
    2. Embed a form (e.g., Microsoft Forms or Power Apps custom form) to collect user data.
     
    File Hosting:
    Host the whitepaper file in SharePoint and provide a link post-submission.
     
    Integration with Power Automate:
    Use Power Automate to trigger when form data is submitted, similar to the Microsoft Forms approach.
     
    Pros:
    Highly customizable and stays within the Microsoft ecosystem.
    Branding options are better than Microsoft Forms.
     
    Cons:
    Requires some SharePoint design skills for a polished look.
     
    3. Use a WordPress Page with Microsoft Integration
    Since your company website is built with WordPress, you can leverage it for the landing page while staying connected to Microsoft tools.
     
    Setup:
    1. Create a WordPress page styled as the landing page.
    2. Embed a form (e.g., via a WordPress plugin like WPForms or Gravity Forms).
    3. Redirect users to the download link after form submission.
     
    Integration with Power Automate:
    Use a webhook or a custom Power Automate connector to send the form data to Dynamics 365 Sales.
     
    Pros:
    No additional hosting or platform costs.
    Complete control over design and branding.
    Reuses your existing WordPress infrastructure.
     
    Cons:
    Requires a plugin for form submission and webhook integration.
    Slightly more technical setup.
     
    4. Use Power Apps (Canvas App Embedded in Microsoft Teams)
    If your audience includes existing Teams users (e.g., clients or partners), you can create a Power Apps Canvas App and embed it in Microsoft Teams.
     
    Setup:
    1. Design a Power Apps Canvas App to collect form data.
    2. Embed the app in a Teams channel or share it with external users (requires guest access setup).
     
    Integration with Power Automate:
    Similar to the other options, use Power Automate to send form data to Dynamics 365 Sales.
     
    Pros:
    Fully integrated with the Microsoft ecosystem.
    Highly customizable.
     
    Cons:
    Limited use case if the audience is completely anonymous.

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