Create Dynamic Forms Using Marketing App for D365
We have customers that need the ability to create dynamic forms using Marketing for D365. Here are a few examples of what we are looking for: 1. Based on the answer to 1 field, hide/display other fields (MOST IMPORTANT) 2. Based on where the form is displayed, hide/display fields 3. Based on w...
Setting to not automatically optout a topic when not selected
Hi,
My endusers want a form with a number of 10+ topics where web visitors can only opt-in.
Right now if they only select 2 of 10 topics and submit the form they automatically opt-out on the remaining 8.
This is very inefficient in the following scenario:
| Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap. Sincerely, Petr Jantac, Microsoft |
Adjust error message when filling out RTM form
When a visitor or my website fills out a form, but he doesn't fill out the phone number according to the validation, the error message says 'Please match the requested format. Phone'. Now people still don't know what the requested format of 'Phone' is. I want to be able to adjust this error me...
The RTM forms use the default browser validation. These error messages are coming from the user's browser. There is a possible workaround to override the default browser error messages with a custom code. You can learn more in this blog post:
https://community.dynamics.com/blogs/post/?postid=3a361b7e-80b0-ee11-92bd-002248527d3d
Nevertheless we will evaluate this feature request for the future plans.
Petr Jantac
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.
Dependant Lookup Filter on Marketing Form in Customer Insights - Journeys
We need Dependant Lookup filter (Based on Dataverse relationship).
We use to have this feature in Outbound Marketing but in Real time marketing We don't have this Feature. This is a bare minimum functionality which required.
Ex: State Lookup filtered based on selected Country looku...
I would like to be able to migrate forms used for outbound marketing.
Currently, there is no functionality that allows you to import forms used in outbound marketing to reproduce them in real-time journeys. Adding this functionality will improve convenience for users.
User Friendly 'Failed to Load Form' Error Message
Currently, when a CIJ form is not 'Live' an error message is displayed on our website of 'Failed to load form'. We would like the ability to customize this error message, or change what is displayed on the Production website, where this form lives.
In our CIJ app, we have appr...
Introduce Multi-step form for marketing forms
We are looking to see if multi-step forms will be planned for CIJ, similar to the one being used in Power Pages. Sometimes the forms can have too many fields to be able to stuff them all in one, and it can be overwhelming for users, reducing conversion rate. This can be achieved using custom c...
Prevent unnecessary OnChange events from CIJ forms
When a user submits a marketing form with data that already matches an existing record in Dataverse (e.g., identical first name, last name, and email), the platform currently triggers OnChange events and downstream processes (such as plugins and Power Automate flows), even though no actual dat...
I would like to have a feature implemented that allows me to freely set the random alphanumeric characters and symbols in the domain of the URL created with real-time marketing.
Currently, the URL for the forms created by real-time marketing is automatically generated and cannot be customized by users. I hope for a system update in the future that allows for free customization.
Administrator
Thank you for your feedback. This is something that more and more customers need. We will consider it in our roadmap. Sincerely, Georgios Alexandros Balafoutis, Microsoft.