When creating a Web Content record, there are two parts to the process. First, you create the record itself within CRM, then you click save and click Design to open up the Web Content designer. Sometimes, however, you may find that you want to change something on your CRM Web Content record after designing and embedding it.
- Learn where to find the Publish button on a Web Content record
- Learn when to use the Publish button
- Dynamics 365
Publish Changes to a Web Content Record
Let's say you want to make a change to the value of the Create new Visitor as Lead or Contact field for a form's Web Content record after you have already embedded the form onto your website. If you just make the change then save it, the change will not be pushed to the live version. In order for the changes made to propagate through the live version, you will need to also click Publish.
This will ensure the changes you just made will propagate when a user interacts with the embedded, working Form, Survey, Landing Page, or Subscription Page.
NOTE: The Publish button must be clicked in order for any changes made to the Web Content Record in CRM, such as the Create New Visitor As field, to take effect and be utilized on future record submissions. The Publish button does not need to be used for changes made within the Web Content designer to take effect.
Do I need to Publish My Web Content Before Using it for the First Time?
No, the Publish button only needs to be used if you make changes to the fields on the Web Content record after you initially create the Web Content record. You do not need to click Publish before embedding the Web Content onto another page or before sharing the embed link via email or another channel.