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...
Prefill & Map form fields to both Lead & Contact columns
Currently the new RTM Prefill Forms feature only seems to populate the form fields mapped to the same record type - this needs to map across record types.
What we need to be able to do is to send a link to a form in an email to a list of Contacts.
When that fo...
Add Redirect URL Option for Forms
In Outbound Marketing, it was possible to redirect users to a custom thank-you page or company website after submitting a marketing form or subscription center form. This feature is missing in Real-Time Marketing (RTM), where users only see an customizable on-page confirmation message.
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.
Security setting for web form
Please implement the security setting for web form or improve it's security so that everyone can taking action from their end for increasing the security of then product.
Hyperlink should be keeping previous text styling
Currently, if you select a text line with styling applied, especially custom colors, and apply hyperlink to it, it will change to default blue. This is not really a good practice in terms of workflow, since you'll have to select the text and change the styling again - a very time-consuming pro...
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...
Better Matching for Contact & Lead Forms
It is great that we now have the ability to query both contacts and leads to see if they're created in the system upon form submission, however, if I already have a contact that is in the system then I would want the creation of the lead to be dependent upon that. I would not want to have an a...
Adjust default form CSS to be responsive
When using multi-column layouts, it seems that the default css does not allow for responsive layouts with the form is embedded in a webpage. Rather, it is set to 600 or 300 / 300 for two collumns, etc.
The default form styling should let the form be either fixed width (600px o...
Improve Template Selection in Real-time Marketing Forms – Show All Templates Regardless of Default Audience
Description:
When creating a new real-time marketing form in Customer Insights - Journeys, the template selection pop-up only displays templates that match the default target audience set in the form settings (e.g., Contacts or Leads). As a result, users cannot see or se...