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...
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.
Nevertheless we will evaluate this feature request for the future plans.
Petr Jantac
Microsoft
Enable "Save As Template" for Marketing Pages and Forms, not just Emails
Enable "Save As Template" for marketing pages and forms, not just emails
Thank you for your feedback. This is a great suggestion. We will consider it in our roadmap. Sincerely, Georgios Alexandros Balafoutis, Microsoft.
Smart forms
Forms with intelligence: Like surveys: Depending on the answers of previous questions, extra questions show up on form.
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.
RTM - Prefill Realtime Forms
In real-time marketing, there should be a "remember me" function for forms, as in outbound marketing.
In other words, the pre-filling of forms to make it easier for the contact to enter data.
Pre-filling forms to make it easier for the contact to enter data.
I read in this p...
| Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap. Sincerely, 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.
Originating lead field on contact
When someone submits a marketing form with the setting being on "update contacts & leads", the Microsoft standard function creates a lead as well as a contact. Those contacts are pushed trough our customer journeys and our leads get a lead score after a while - this works pretty well.
Si...
| Thank you for your feedback. Currently this is not on our roadmap, but we are tracking it, and with more feedback and support from the community we may consider it in the future. Sincerely, Petr Jantac, Microsoft |
Allow for creation of form fields that are not mapped to a lead or contact record / RTM
We still would like to have the option to use custom fields not tied to contact (nor lead) related to form itself and often to the event. Please reconsider this!
This was originally here in the idea called: "Non-mapped form fields" and now we are getting more and more comments...
| Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap. Sincerely, Petr Jantac, Microsoft |
Save as Template
Currently it is not possible to save a marketing form as a template. You can only create a marketing form when starting within the marketing form entity. This is already possible for any other marketing component but marketing forms. It would be great to have this, otherwise, you'll keep copy/pas...
Real Time Marketing Email & Customer Voice Response
When you use a Customer Voice in a Real Time Marketing Email, the response on the Customer Voice is shown on the Contact. However, when you open Customer Voice, there you can only see Marketing Respondent. We want to be able to see the name of the Contact, like it was in Outbound Marketing.
| Thank you for your feedback. Currently this is not on our roadmap, but we are tracking it, and with more feedback and support from the community we may consider it in the future. Sincerely, Petr Jantac, Microsoft |
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.