You manage lead generation and transfer them to Microsoft Dynamics CRM, but determining their source remains unclear.
Likewise, when a lead becomes a customer, there’s no mechanism to link a customer back to the specific ad or channel that brought them in as a lead.
This gap in tracking prevents you from analyzing marketing performance, making it unclear which sources are responsible for your leads, sales, and revenue. As a result, you spend on marketing without understanding how it impacts your financial outcomes.
Luckily, connecting leads and sales to their respective channels can be done with ease.
Let’s go through it step by step!
How to track the source of leads in Microsoft Dynamics CRM
Step 1: Add Leadsources in your website
With Leadsources, tracking lead origins becomes easy. Simply add it to your website, and it will gather up to 7 lead source details for every lead:
- Channel
- Source
- Campaign
- Term
- Content
- Landing page
- Landing page subfolder
➡️ Sign up to Leadsources.io for free
➡️ Add the Leadsources tracking code to your site
Step 2: Add the hidden fields in your form
These fields, known as hidden fields, remain unseen by users but carry information submitted with the form.
Leadsources uses hidden fields to save lead source data, and Leadsources automatically populates them when a visitor submits the form.
Step 3: Send lead source data to Microsoft Dynamics CRM
You can send lead source data from your form builder to Microsoft Dynamics CRM for efficient tracking.
With Microsoft Dynamics CRM, you can track the source of all your leads, sales, and revenue efficiently.
This provides a clear connection between your marketing activities and the sales you generate.
➡️ Send lead source data to Microsoft Dynamics CRM
How does Leadsources work?
Upon a visitor’s arrival on your site, Leadsources collects the lead source data and populates the hidden fields within your form. Once the form is submitted, this information, including name and email, is transmitted to Microsoft Dynamics CRM.
Leadsources collects the lead source information for every lead you acquire:
| Lead source data | Fetched automatically |
| Channel | ✅ |
| Source | ✅ |
| Campaign | ✅ OR use UTM_campaign |
| Content | UTM_content parameter is required |
| Term | UTM_term parameter is required |
| Landing page | ✅ |
| Landing page subfolder | ✅ |
In cases where UTM parameters are unavailable—like organic search traffic from Google or mentions in articles—Leadsources still tracks the lead source data:
✅Channel
✅Source
✅Campaign
✅Landing page
✅Landing page subfolder
Leadsources differs from other tools by tracking lead sources across every marketing channel, including both organic and paid.
Choose a channel to view the data Leadsources inserts as the lead source in your form.
Performance reports: Lead, sales, and revenue by source
By capturing lead source data in Microsoft Dynamics CRM, you can build performance reports such as:
- Leads, sales, and revenue by channel
- Leads, sales, and revenue by source
- Leads, sales, and revenue by campaign
- Leads, sales, and revenue by term (e.g. keyword or adset)
- Leads, sales, and revenue by content (e.g. ad)
- Leads, sales, and revenue by landing page
- Leads, sales, and revenue by landing page subfolder
With this insight, you can adjust your marketing budget, focusing on the most effective channels, sources, campaigns, terms, and content that generate leads, sales, and revenue.
Let’s examine some of the reports that are available for you to create.
1. Lead source reports
Generate detailed performance reports that show how many leads were created by:
- Channel
- Source
- Campaign
- Term (e.g. keyword or adset)
- Content (e.g. ad)
- Landing page
- Landing page subfolder
Example #1: Leads by channel
This report provides insights into the channel that produces the most leads.
Example #2: Leads by campaign
This allows you to focus on a particular lead source (e.g., Google Ads) and track the leads produced by each campaign.
Example #3: Leads by keyword and ad
After recognizing the campaign with the most leads, you can track which specific keyword ad is driving those conversions.
2. Sales and revenue source reports
After identifying the channels, sources, campaigns, and terms that generate leads, we must examine if these leads are turning into sales and revenue.
To make this possible, transfer your leads to Microsoft Dynamics CRM. This helps you monitor sales and revenue from various channels, sources, campaigns, terms, content, and subfolders of your landing pages.
By analyzing this data, you can adapt your marketing strategy to emphasize the channels, sources, campaigns, keywords, and ads that generate the greatest sales and revenue.
Various sales and revenue reports can be generated, such as:
- Sales and revenue by channel
- Sales and revenue by source
- Sales and revenue by campaign
- Sales and revenue by term (e.g. Keywords)
- Sales and revenue by content (e.g. Ads)
- Sales and revenue by landing page
- Sales and revenue by landing page subfolder
To give you a clear example, we’ll consider this scenario:
| Channels | Search Paid | Social Paid |
|---|---|---|
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Avg. Order Value | $150 | $100 |
| Revenue | $750 | $600 |
After setting up ads on Google Ads and Facebook Ads Manager, the initial “Leads by Channel” report revealed that Facebook’s Social Paid ads generated a higher number of leads than Google’s Search Paid ads.
After analyzing the sales and revenue data in Microsoft Dynamics CRM, you realized that the Search Paid channel was more profitable, generating higher revenue with fewer leads compared to the Social Paid channel. This insight led you to adjust your budget to concentrate on the Search Paid channel.