Create Custom Entity Record on Marketing Form Submission
We're looking for the ability to create a record in a custom entity on submission of a marketing form. Currently, it only allows for the submission to update/create Leads and/or Contacts. Today our workaround is to set up our marketing forms to only create Leads, then through a workflow it disqua...
Duplicate Captured forms
Our organization is starting to use captured forms as the main lead generation tool for campaigns. The functionality works great but setting up the form is a process that takes too much time. The reason being: Every time we capture a Country dropdown field we are required to map each single cou...
Test A/B for Marketing Pages
Possibility to create a test a/b in Marketing Pages, this will automatically distribute traffic in two pages, after X views the winner page (more clicks or less abandon / more engagement) will continue as unique page.
We no longer deliver new features into outbound marketing, as it will be deprecated soon. Sincerely, Petr Jantac, Microsoft
Marketing Form - Maintain a HTML link on the marketing form
Currently it is not possible to maintain an HTML link in a text on a marketing form using the drag and drop designer. This would be a nice functionality to link to privacy notices in the form, which are related to the submission of the form. Unfortunately, this is currently only possible in the ...
Support MultiSelect OptionSet Fields on Marketing Forms
My understanding is that the MultiSelect Option set type field is fairly new. It does not appear as an option when I create a new Marketing form field - so I cannot map anything to it. This needs to be supported.
This has been released as a part of the Multiselect Option fields functionality in February 2020.
Sincerely,
Defne
D365 Marketing Product team
CRM does not have flexibility to create leads automatically from landing pages
Information coming from Internet marketing landing pages to CRM is not directly created as leads but as intermediate records. CRM does not allow converting these records as leads automatically. One has to manually convert intermediate records as leads through UI. It is difficult for users to a...
We no longer deliver new features into outbound marketing, as it will be deprecated soon. Sincerely, Petr Jantac, Microsoft
Real-time Journeys Forms Cascade filtering from choice column
In forms, iterate on lookup filtering to also include choice column filtering from a previous question similar to the cascade filtering from a previous lookup column - https://learn.microsoft.com/en-gb/dynamics365/customer-insights/journeys/real-time-marketing-manage-forms#filter-a-lookup-fiel...
Capture non-lead/contact fields in Dynamics marketing forms
In order to capture transaction-specific data (ex. date preference, lunch preference, etc.) the marketing team needs the ability to capture fields that are not directly on the contact/lead. This is not a current capability of Dynamics without using custom HTML.
Prefill marketing forms from a Customer Profile journey
Currently, marketing forms can only be prefilled when the visit comes from a contact- or lead-based journey.
The idea: Enable marketing form prefill for customer profile-based journeys.
This would provide a better customer experience and allow marketers to ben...
Integration of Event Forms into the ‘Forms’ Tab within Customer Insights Journey
Description:
The proposal is to make event forms, which are currently available separately, also visible and accessible under the Forms tab in the left-hand menu of the Customer Insights Journey solution.
Objective:
Administrator