135
Lets say we have a custom entity in Dynamics called PROJECT
On Project we have a field called Project ID
In marketing - on a marketing form we want the customer to fill out their Project ID - or better: Lookup their Project ID
Currently when creating Form Fields, the only mapping options are Leads and Contacts.
My question is this: How can we incoorporate custom entity fields in Dynamics Marketing Forms ?
Hi Thomas,
You could try Entity Form to collect submissions of the custom entity:
https://docs.microsoft.com/en-us/dynamics365/portals/walkthrough-get-data-on-portal#entity-forms
https://softchief.com/2020/03/03/create-record-using-entity-form-in-dynamics-365-portal/
Nevertheless, submission from entity form will only create/update custom entity record and won't be associated with insights interaction data.
Regards,
Clofly
Contact/Leads fields is not what i am looking for. We would like to populate fields on a custom entity other than contact/lead.
The form should contain fields from custom entity "project" and map data to this custom entity on submisson.
Hi there,
You can actually use the feature mentioned by Clofly and create a workflow to update that Custom Entity.
The rest of the fields will work as well as option sets (therefore will nothing will be updated in Contacts/Leads), as long as No Update is selected for the Form. So, you can choose any field under Contact/Lead, use it in your form and it will not update/create new Contact or Lead. The form submission entity will be created, and you can then add a workflow or a Flow to take various actions.
Best regards,
Defne
Hi Thomas,
Have you took a look to the new "Do not create/update contacts or leads" feature:
However, in my environment, somehow only optionset field of the custom entity can be used for form field.
You could check whether the situation is same to your environment first.
Regards,
Clofly
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,235
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (