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Currently all fields for either leads or contacts show when creating a marketing form. The only people who know the purpose for all fields are the D365 Admins. Marketers do not always know what fields they should be using when creating a form. When you have enterprise organizations using CIJ with large marketing teams there is a lot of confusion as to what fields should be used given you see all of them.


I propose you provide the ability to "include in marketing fields" as an option on a column. It would be similar to marking a column if it is searchable or not. This way there can be control over what fields are available in the form editor when building a form.

STATUS DETAILS
Needs Votes
Ideas Administrator

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

Comments

D

Maybe make this filterable using entity forms. Eg only show fields that are on a specific contact/lead form

Category: Marketing Pages, Forms, and Surveys

D

I strongly recommend this feature as marketing team is lost in selection of relevant fields for marketing campaign from whole lot of fields from lead/contact table. This was an ask from one of our client too but unfortunately it's system behaviour

Category: Marketing Pages, Forms, and Surveys