How to track UTM parameters in Microsoft Dynamics CRM

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How to send UTM campaign, term and content in Microsoft Dynamics CRM?

You generate leads on your website that are sent to Microsoft Dynamics CRM, and you want to associate each lead with the UTM parameters contained in the URL.

However, there are a few challenges:

  • You don’t have a reliable way to capture the UTM parameters for each lead

  • The UTM parameters get lost when a user navigates your site before submitting your form

In this article, I will show you how to capture UTM parameters in Microsoft Dynamics CRM for each lead — even if they visited multiple pages on your site, or even months before submitting the form.

Capture UTM parameters in Microsoft Dynamics CRM

LeadSources is a marketing attribution software that tracks UTM parameters for each lead you generate.

When a visitor converts into a lead, LeadSources injects the UTM parameters contained in the URL into Microsoft Dynamics CRM.

Every lead comes with a rich lead source report including:

  • Channel & source automatic attribution
  • UTM parameters: Campaign, term, and content
  • Pages visited
  • Device data

LeadSources attribution works for all channels, both paid (PPC, SMM, affiliates, etc.) and organic (SEO, social, PR, emailing, etc.).

LeadSources relies on a robust attribution algorithm to ensure attribution for 100% of the leads:

  • No UTM parameter lost during complex customer journeys
  • Persistent attribution across subdomains

Lead Profile #2847

Converted
Channel: Paid Search
Source: google
Campaign: lead-gen-q4-2024
Term: lead tracking software
Content: ad-variant-b
Page Path: /landing/demo → /pricing → /signup
Device: Desktop
OS: macOS
Browser: Chrome 119
   

Now, imagine a user visits your site from a referral link containing UTM parameters, and leaves without filling out your form.

Four months later, that same user returns to your site from a Google ad containing other UTM parameters, and fills out your form.

LeadSources remembers all previous visits and provides a complete UTM parameter report containing the UTM parameters from every session that occurred.

Tracking the full lead journey helps you understand the role each marketing channel plays in your lead generation strategy.

That ad that seemed ineffective because it didn’t generate leads might actually be the first touchpoint of your most valuable leads. The full lead journey simply wasn’t visible before.

Day 1 Facebook Ad
Day 3 Google Search
Day 7 Email Click
Day 10 Direct Visit
   

How to track UTM parameters in Microsoft Dynamics CRM

Step 1: Enter your website URL

Sign up to LeadSources (we offer a 14-day free trial).

Enter the URL of the website you want to track. 

Step 1 Add your website URL

Step 2: Install the tracking code

Copy and paste your LeadSources tracking code into the <head> section of your website.

Step 2 Install the tracking code​

Step 3: Connect your form with LeadSources

Connect your form in one click with our native integrations.

Select the form you want to track.

LeadSources will start tracking the UTM parameters for every lead you generate.

Step 3 Connect Typeform with LeadSources

Step 4: Send the UTM parameters to Microsoft Dynamics CRM

You can send to Microsoft Dynamics CRM the following UTM parameters:

  • UTM_campaign
  • UTM_term
  • UTM_content

Frequently asked questions

Is LeadSources compatible with Microsoft Dynamics CRM?

Yes. You can send UTM parameters to Microsoft Dynamics CRM using LeadSources:

  1. Add hidden fields to your form for each last-click data you want to send to Microsoft Dynamics CRM.
  2. Create the equivalent custom fields in Microsoft Dynamics CRM and send your form data to Microsoft Dynamics CRM using Zapier (you can use another method to send this data in your CRM).

LeadSources collects the following UTM parameters for each lead you generate (Make sure to add them to the URLs of your different marketing campaigns):

  • UTM_campaign
  • UTM_term
  • UTM_content

Besides the UTM parameters, the following lead source data is also appended to each lead: 

  • Channel
  • Source
  • Device
  • OS
  • Browser

This data is available in your LeadSources dashboard.

You can send the following last-touch attribution data to Microsoft Dynamics CRM:

  • Channel
  • Source
  • UTM parameters: campaign, term, and content
  • Entry page

As multi-touch attribution software, LeadSources tracks UTM parameters throughout the entire customer journey (from first click to lead submission).

This data is displayed on your LeadSources dashboard.

From there, you can send the last-touch attribution data (including UTM parameters) in Microsoft Dynamics CRM.

Ready to uncover what drives your leads?

Start your free trial today and track the full source of every lead throughout their journey.