CRM Setup
Set up SourceTag with Microsoft Dynamics 365
When a visitor submits a form with SourceTag data, the attribution fields need somewhere to go in Dynamics 365. You need to create custom contact fields that match the SourceTag field names.
What you need
- SourceTag installed and form hidden fields set up
- Microsoft Dynamics 365 account with admin access
Step 1: Go to custom fields settings
In Dynamics 365, navigate to the custom fields or contact properties settings.
[IMAGE: Screenshot of Dynamics 365 settings navigation]
Step 2: Create custom fields
Create a new custom text field for each SourceTag data point:
Core fields (always create)
| Field name | Label | Type |
|---|---|---|
st_fc_channel | First Contact Channel | Single-line text |
st_fc_detail_1 | First Contact Source | Single-line text |
st_fc_detail_2 | First Contact Campaign | Single-line text |
st_fc_detail_3 | First Contact Term | Single-line text |
st_fc_detail_4 | First Contact Content | Single-line text |
st_lc_channel | Last Contact Channel | Single-line text |
st_lc_detail_1 | Last Contact Source | Single-line text |
st_lc_detail_2 | Last Contact Campaign | Single-line text |
st_lc_detail_3 | Last Contact Term | Single-line text |
st_lc_detail_4 | Last Contact Content | Single-line text |
st_fc_landing_page | First Contact Landing Page | Single-line text |
st_lc_landing_page | Last Contact Landing Page | Single-line text |
Optional fields
| Field name | Label | Type |
|---|---|---|
st_fc_click_id | First Contact Click ID | Single-line text |
st_lc_click_id | Last Contact Click ID | Single-line text |
st_visits | Visit Count | Number |
st_days_to_convert | Days to Convert | Number |
st_device | Device Type | Single-line text |
[IMAGE: Screenshot of Dynamics 365 custom field creation]
Step 3: Map form fields to CRM fields
If your form builder sends data to Dynamics 365 via an integration (Zapier, native feed, webhook, etc.), make sure the SourceTag form fields are mapped to the corresponding Dynamics 365 custom fields.
[IMAGE: Screenshot of field mapping in Dynamics 365 or integration tool]
Step 4: Test
Submit a form with UTM parameters and check the contact record in Dynamics 365. The custom fields should be populated with attribution data.
[IMAGE: Screenshot of Dynamics 365 contact record showing attribution data]
Tips
- Create a “SourceTag Attribution” field group to keep things organised.
- Dynamics 365 adds a publisher prefix to custom field names (e.g.
new_st_fc_channel). Make sure your field mapping accounts for this prefix. - Test with a fresh contact (not one that already exists) for the cleanest test.