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
I want to be able to upload PDF.
We would like to put a link to a PDF file when creating a marketing page. Currently, only image files can be uploaded. We hope that we will be able to upload files other than image files, and improve them so that we can put a link on that file. Also, even if we rewrite the html so that the URL...
Dynamics 365 Marketing asset library now supports PDF file type and more.
Thanks, PM, 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.
Apply multiple matching strategy rules
Apply multiple matching strategy rules At this moment we can only apply one matchingrule. Like the way Duplicate Detection works, we would like to match on more criteria to get a higher change on matching. F.e. possibilty to check on first name, last name and birth date.
| Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap. Sincerely, PM, 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
Custom form templates were delivered in scope of February 2025 release. Sincerely, Petr Jantac, Microsoft.
Overview of Customer Insights - Journeys forms - Dynamics 365 Customer Insights | Microsoft Learn
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. 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
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. We have released this feature. You may see find it here: Preview: Create Customer Insights - Journeys form prefill - Dynamics 365 Customer Insights | Microsoft Learn Sincerely, Petr Jantac, Microsoft |
Hidden Form Field Type
Allow for a hidden form field type when creating marketing forms.
Thank you for your feedback. We have released this feature with the new real-time marketing form editor. 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.