Microsoft Dynamics 365 UTM Tracking Integration

• Track UTMs in Microsoft Dynamics 365 Marketing Forms
• Send Microsoft Dynamics 365 UTMs via Zapier or Webhook

Track UTMs in Microsoft Dynamics 365 Marketing Forms

UTM attribution overview

HandL UTM Grabber natively prefills Microsoft Dynamics 365 Marketing embedded forms on WordPress from UTM cookie values.

Native auto-prefill

When a Dynamics 365 Marketing form is embedded on your WordPress site, UTM Grabber hooks into MsCrmMkt.MsCrmFormLoader after form load and prefills input fields whose title or placeholder matches a UTM Grabber parameter name.

Setup

1. Embed your Dynamics 365 Marketing form on a WordPress page
2. In Dynamics, create form fields with titles matching UTM parameter names: utm_source, utm_medium, utm_campaign, gclid, etc.
3. Ensure HandL UTM Grabber V3 is active. No additional configuration needed
4. Visit the page with test UTMs and submit the form. Fields should prefill automatically

Field naming

UTM Grabber matches the lowercase, underscore version of the field title attribute. Use exact parameter names from Native WP Shortcodes.

CRM webhook alternative

For server-side lead routing, use Dynamics webhooks or Triggering Zapier on Thank you Page on your thank-you page.

Send Microsoft Dynamics 365 UTMs via Zapier or Webhook

UTM attribution overview

This walkthrough covers sending full UTM Grabber data from Microsoft Dynamics 365 to Zapier, Make, or your own webhook. Handy when you need gclid, fbclid, first-touch fields, or custom params alongside the lead or order.

For the primary setup, see the main Microsoft Dynamics 365 guide.

When a webhook makes sense

Native fields in Microsoft Dynamics 365 often stop at basic UTMs. A webhook lets you push everything UTM Grabber stores without trimming values or losing click IDs.

Thank-you page script

Paste this on your confirmation page. Swap in your Zapier or Make hook URL.

<script>
var qvars = {};
window.location.href.replace(/[?&]+([^=&]+)=([^&]*)/gi, function(m, key, value) {
    qvars[key] = decodeURIComponent(value.replace(/\+/g, ' '));
});
qvars = Object.assign({}, (typeof handl_utm !== 'undefined' ? handl_utm : {}), qvars);
setTimeout(function() {
    var data = new URLSearchParams(qvars).toString();
    var xmlHttp = new XMLHttpRequest();
    xmlHttp.open('GET', 'https://hooks.zapier.com/hooks/catch/YOUR_ID/YOUR_KEY/?' + data, true);
    xmlHttp.send(null);
}, 1000);
</script>

Full pattern explained in Triggering Zapier on Thank you Page.

Quick Zapier / Make checklist

1. Create a Catch Hook trigger and copy the URL
2. Run a test conversion with UTMs in the landing URL
3. Confirm gclid, utm_source, and email (if present) show up in the payload
4. Map fields into your CRM or spreadsheet

Parameter reference: Native WP Shortcodes.

Make users: see Make Integromat integration.