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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 where the link was clicked, hide/display fields 4. Based on what we know about the lead or contact, hide/display fields

STATUS DETAILS
Planned
2025 Release Wave 1
Ideas 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.

Comments

S

We need a form, where the customer can order information material, either by email or mail/post.
Depending on the selection in the dropdown (email or mail/post) the either the field "email" or "shipping address" should be visible.

I was able to hide the mail fields when loading the form with this code:
MsCrmMkt.MsCrmFormLoader.on('afterFormLoad', function(event) {
document.getElementById('postanschrift').style.display= 'none';
});

However the I cannot trigger a function upon changing the dropdown. The following code does not work:

document.getElementById('696494fc-72e0-ea11-a813-000d3a387ed9').onchange = function() {
document.getElementById('postanschrift').style.display= 'block';
}

(the ID of the dropdown is correct!)

Category: Marketing Pages, Forms, and Surveys

S

Forms with intelligence: Like surveys: Depending on the answers of previous questions, extra questions show up on form.

Category: Marketing Pages, Forms, and Surveys

S

It would be great if we could add fields that use conditional logic. This way you can make sure certain fields are only shown when another field (in my case a lookup field) is filled in or when the user has selected a specific value.

Category: Marketing Pages, Forms, and Surveys

S

When information is known or submitted by a Contact/Lead, ask for other information. For example, we ask "Do you find this page helpful?" - if the Contact/Lead has already answered this question, ask another like "Do you have any feedback?"

Based on the Forum discussion here - it says this is in the roadmap, but when?

https://community.dynamics.com/365/marketing/f/dynamics-365-for-marketing-forum/316332/progressive-profiling/918355

Category: Marketing Pages, Forms, and Surveys

S

I also support this. This idea was opened in 2020 and in the forum, some were already asking in 2019. We are almost in 2024, it is sometimes scary to see that basic features in marketing automation tools are still not available on Micorosft's side.

Category: Marketing Pages, Forms, and Surveys

S

The status is now "planned for 2024 release wave 2 " However on https://releaseplans.microsoft.com/ the feature is nowhere to be found for that release wave. Could you confirm that this is coming? Especially - "1. Based on the answer to 1 field, hide/display other fields (MOST IMPORTANT)" . In several of our current presales we have potential customers for who this is a showstopper to use Dynamics Customer Insights entirely.

Category: Marketing Pages, Forms, and Surveys

S

This feature is so important, please add it to the release plan soon!

Category: Marketing Pages, Forms, and Surveys

S

All competitor products have the ability for multi-step forms and progressive profiling i.e. present xyz fields for completion and hide others based on what we know about the person, plus ability for conditional logic within the form itself. These are really important, yet basic forms features that are currently missing from the product and the answer is not to use Power Pages or just integrate with external website forms - this capability should be available within a marketing automation platform, as per all other competitors on the market already.

Category: Marketing Pages, Forms, and Surveys

S

This has been planned since 2021, and we're currently in 2024. Are there any updates on this?

Category: Marketing Pages, Forms, and Surveys

S

Strongly support this. extremely useful

Category: Marketing Pages, Forms, and Surveys

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