Marketing dynamics Matching
My matching strategy for both lead and contact is an email address and I realize that form will update close leads and inactive contact if there are any. Because of this sales team are not notified when Disqualify lead register again and Customer doesn't receive any email. Could you please so...
Feature to allow a Contact mapping of already saved marketing form field to be changed to blank.
Currently, a Contact mapping in a Marketing form field cannot be set to blank when a value is selected. It would be more convenient if it could be changed to blank.
https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/marketing-fields#marketing-form-field-configuratio...
Allow user to configure a marketing form field to overwrite or not overwrite a Contact field that already contains data
If a Contact already has a value in a field, it might not be desirable to allow marketing forms to overwrite that value. There should be an option on the Form Field that allows the marketer to set it to "Do not overwrite" the existing value.
send image files from an external to the marketing form
Client want the external website (no portal) with an external form which sends the data after submitting to the marketing module over the API. We want to add a file upload to the external form and send this file to the CRM system.
Automated Form Data Capture and Email Send on Marketing Form Submissions
We would like the ability to setup an automatic email send once a Marketing Form is submitted. This involves capturing the data that was submitted, and through the Marketing Form Editor specify an email(s) that would receive a email response when the form is submitted. This email response woul...
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap. Sincerely, Petr, Microsoft |
'File Upload' field type for Marketing Forms (lead generation)
Marketing forms to allow to add field type 'File Upload', e.g., submitting the form will create a lead record with an attachment/attachments in D365 Marketing.
Event date at event portal only in UTC format
Hi all, This is maybe also related to the idea to have the abbility to customize the portal within a CMS system and not local in visual studio The event date on the portal is only in UTC format. For european companies this is a problem. In the customer service portal/ADX portal you change it a...
Add Forms Pro element to Marketing Pages
Add a new element, available on Marketing pages, for Forms Pro surveys. When you drag the element to the designer, you then select your Survey or Quiz and it embeds it into your Marketing page. Today, you have to manually generate the embed code, add it to the HTML tab of the page - add some mo...
Thank you for your feedback. We are not considering this feature for Marketing Pages. Sincerely, Petr Jantac, Microsoft |
Progressive Profiling - Marketing Forms
When information is known or submitted by a Contact/Lead, ask for other information. For example, we ask "Do you find this page helpful?" - if the Contact/Lead has already answered this question, ask another like "Do you have any feedback?" Based on the Forum discussion here - it says this is i...
Feature to use system phonetic name fields on Marketing forms
Currently, the following system phonetic name (in Japanese: furigana) fields are not available in Marketing Forms.
Schema Name:
yomifullname
yomimiddlename
yomilastname
yomifirstname
The MS doc states that some system fields are not available on ...
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap. Sincerely, Petr Jantac, Microsoft |
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