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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Cascading Marketing Fo...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Cascading Marketing Form Fields in Real Time Marketing Form

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Posted on by PatrickBlewitt 4

Is there currently any out of the box functionality to allow for filtering a lookup field in a RTM Marketing Form based on the values of another lookup field without modifying the HTML of the form? For example - If our state entity lookup equals one state, we only want to see the Account records that are located in this state. This appears to be supported functionality in Outbound Marketing (sometimes referred to as cascading), but not currently available in Real Time

- https://learn.microsoft.com/en-gb/dynamics365/marketing/developer/filter-cities#9-publish-and-host-the-form 

- https://learn.microsoft.com/en-us/dynamics365/marketing/marketing-fields#adding-lookup-fields-and-troubleshooting 

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  • Suggested answer
    Megan V. Walker Profile Picture
    Megan V. Walker 1,856 Most Valuable Professional on at

    PatrickBlewitt - unfortunately it's not available yet! It is still an 'in preview' feature, so always good to share feedback with Microsoft on this! If you add it here, then share the link to your IDEA, I am sure others will vote for it too!

    experience.dynamics.com/.../

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