Common questions and troubleshooting for lead configuration

See Customer leads from your commercial marketplace offer for an overview of how to connect your CRM system to your commercial marketplace offers. Remember that regardless of whether or not you connect to a CRM system, you can access your leads in the Referrals workspace in Partner Center. If you have an error, review the troubleshooting guidance below. For more support, submit a support ticket through Partner Center Help and support. Then select Offer creation > Your type of offer > Lead management configuration.

The Referrals workspace in Partner Center lets you see and manage all leads from your customers, so you aren't required to configure a CRM system.

When testing the connection to your CRM system, search for "MSFT_TEST" in your leads. If you’re using the Referrals workspace in Partner Center, this step isn't needed. Below is a sample test lead from Microsoft. The format of the test lead varies depending on the lead destination.

{
    "userDetails": {
      "FirstName": "MSFT_TEST_636573304831318844",
      "LastName": "MSFT_TEST_636573304831318844",
      "Email": "MSFT_TEST_636573304831318844@test.com",
      "Phone": "1234567890",
      "Country": "US",
      "Company": "MSFT_TEST_636573304831318844",
      "Title": "MSFT_TEST_636573304831318844"
    },
    "LeadSource": "AzureMarketplace",
    "ActionCode": "INS",
    "OfferTitle": "Contoso Test"
    "Description": "MSFT_TEST_636573304831318844"
}

First, check the Referrals workspace in Partner Center to see if your leads are there.

All collected leads should appear there, so if you don't see them in the Referrals workspace, contact support.

If you see your leads in the Referrals workspace in Partner Center, but not in your CRM system, you can try the following steps:

• Make sure your connection to the lead destination is valid. We'll send you a test lead after you select Publish on your offer in Partner Center. If you see the test lead, the connection is valid.
• Test your lead connection by trying to acquire the offer preview during the preview step. Select Get It Now, Contact Me, or Free Trial on the listing in the commercial marketplace.
• Make sure you're looking for the right data. See Understand lead data for an explanation of the lead data we send to your lead destination.

Azure Blob storage is no longer supported as a lead destination, so you're missing any customer leads generated by your offer. Switch to any of the other lead destination options.

You can access the lead data stored in the Azure table from the Azure portal. You can also download and install Azure Storage Explorer for free to view your Azure storage account's table data.

Another option is to view them in the Referrals workspace in Partner Center instead.

Yes. Follow the instructions in Configure lead management by using an Azure table to set up a new flow by using Power Automate that sends an email if a lead is added to the Azure table.

Check if the web-to-lead form is a mandatory field based on a pick list. If it is, switch the field to a nonmandatory text field.

Yes, you can use the Referrals workspace in Partner Center to view the leads or export them and then import them into your CRM system.

Lead generation data is low. It's less than 1 GB for almost all publishers. The cost depends on the number of leads received. For example, if 1,000 leads are received in a month, the cost is around 50 cents. For more information about storage pricing, see Azure Storage overview pricing.

If your question isn't answered, contact Microsoft Support through Partner Center Help and support. Then select Offer creation > Your type of offer > Lead management configuration.

Access your offer in Partner Center, and go to the Offer setup page > Lead Management > Edit. Update the email addresses under the Contact email field.

Couldn't save the lead to Dynamics CRM. Check the Dynamics CRM account settings. LastCRMError: Unable to sign in to Dynamics CRM, LastCRMException:

If Microsoft 365 authentication was selected, check if the user account and password is valid. If Microsoft Entra ID was selected, check if the tenant ID, application ID and application secret key matches what was set up on Microsoft Entra ID. For instructions, see Lead management instructions. If the account username/password is valid, make sure it has access to Dynamics 365. Also make sure your account has a license assigned (Steps 11-15 if using Microsoft Entra ID or Security Settings if using an Office user).

Couldn't save the lead to Dynamics CRM. User doesn't have create permissions for the leadsourcecode attribute in the lead entity

The application/user is missing security role(s) to Microsoft Marketplace lead writer. Follow steps 11-15 if using Microsoft Entra ID, or Security Settings if using an Office user. To learn more, see Lead management instructions.

Couldn't save the lead to Dynamics CRM using Microsoft Entra ID. Exception:: Tenant not found. This instance can happen if there are no active subscriptions for the tenant.

The Directory ID provided in the lead management section isn't a valid directory. Get the Directory ID based on the instructions at Step 2 (under Microsoft Entra ID). To learn more, see Lead management instructions.

Couldn't save the lead to Dynamics CRM. LastCRMError: SecLib::RetrievePrivilegeForUser failed - no roles are assigned to user.

Resolution: Assign Security role to Microsoft Marketplace lead writer. For instructions, see Lead management instructions under Security settings.

Couldn't save the lead to Dynamics CRM using Microsoft Entra ID. Exception:: Application with identifier wasn't found in the directory

The Application ID provided in the lead management section isn't a valid directory. Get the Directory ID based on the instructions at Step 8 (under Microsoft Entra ID. To learn more, see Lead management instructions.

Couldn't save the lead to Dynamics CRM using Microsoft Entra ID. Exception:: Requested tenant identifier isn't valid and not valid external domain format

The Directory ID provided in the lead management section isn't a valid directory. Get the Directory ID based on the instructions at Step 2 (under Microsoft Entra ID). To learn more, see Lead management instructions.

Couldn't save the lead to Dynamics CRM using Microsoft Entra ID. Exception:: Error validating credentials.: Invalid client secret is provided.

Resolution: Sign in to the Azure portal, check if the application key matches what's in the Partner Center. Generate password based on the instruction at Step 10 (under Microsoft Entra ID). To learn more, see Lead management instructions.

Couldn't save the lead to Dynamics CRM. LastCRMError: The request channel timed out while waiting for a reply after 00:02:00. Increase the timeout value passed to the call to Request or increase the SendTimeout value on the Binding. The time allotted to this operation might have been a portion of a longer timeout.

Resolution: Sign in to Partner Center, check Offer setup >> Customer leads >> URL, check if it's a valid Dynamic CRM instance.