custom control on marketing form

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Posted on by hari.mallampati@hot...

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hi Team,

we have dynamics 365 online and marketing app. and we are using marketing forms and page for subscription.

we have a requirement to show account lookup on subscription form. but we don't want to open account lookup external world.

we want to to place custom search on the marketing form/page so users can search with account name , ABN or email , then we will search the matching accounts and display in the page and user will select the right account and then on selection we will populate the account lookup on the respective contact.

here my queries are,

1. can i place custom text box and button on the marketing form ?

2. can we add button click event and get the account details from the crm using scripts?

3. Can we place sub grid to populate result account records?

4. Can this form works when it hosted external we b pages?

thanks advance for your response.

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Resell 20 on at

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RE: custom control on marketing form

Hi Clofly Mao

Is there a way to auto populate the lookup fields on marketing forms so that I don't need to type a letter first. I my use case I want the dropdown to be in place when the form loads. The lookup will at max contain 10 records and would be a nice way to make a flexible dropdown.

But with the standard that you need to type first implies that the user will need to know what they are looking for. I would like to se the dropdown populated on load.

Love your post on the forum by the way =)

Best regards

Resell
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cloflyMao 25,198 on at

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RE: custom control on marketing form

Hi hari.mallampati,

Yes, because marketing form is only used to collect contact's information or update their information or subscription, it can't pull other entities data of CRM.

However, actually it won't list all records at once, instead it will only list keyword relevant records when we are typing in the input field.

(From technical perspective, the script will still send value of the input field to the background and only render limited data.)

With inspector, we can see by default the datalist element is empty.

In each time typing, it will only generate limited options to the list.(And only name data is open, likes autosuggestion.)

In addition to account name, other single line text type field can also be selected to appear in the list.

For the second option, do you mean that creating a custom text field to Contact entity to capture account name?

If so, due to fields of marketing form are mapped to attributes of contact, so we still need to do validation in the background.(Whether there is account record match to captured account name.)

But I think the OOTB lookup would still work for you: you could create a custom field to Account and just open it to protect other fields data.
hari.mallampati@hot... 172 on at

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RE: custom control on marketing form

Thanks Mao.. so we will not able to query any crm data inside marketing form using script?

So options that we left with are

1. Use OOTB account lookup which will render as dropdown . and it will open to outside world.

2. Capture account name and ABN details on contact and in the background we will check the account with the given data and populate / create & populate using flows or plugins.

When we go with second option, Can we check data provided is valid or not by checking in crm on form submission instead doing it in the Background?
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cloflyMao 25,198 on at

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RE: custom control on marketing form

Hi hari.mallampati,

1. We can customize field label in form editor.

But style of input fields(text box) and button is generated by system and the OOB customization options are limited(width, height, margin and padding etc.), you can overwrite the default with your own CSS.

2. We can only put one field data of account to lookup field of marketing form, name field is selected in general.

In other word, details of an account is not supported to be queried.

3. Unfortunately not, currently lookup input control of marketing form has limited features, it will only store records in a dropdown list.

4. Subscription center form can be also embedded on external pages in additional to native marketing pages, just make sure domain of the website is authenticated in system settings.

https://docs.microsoft.com/en-us/dynamics365/marketing/mkt-settings-authenticate-domains

Subscription center form only works when the page is opened via the link of marketing email, submission will be prevented if the form page is opened directly.

Feel free to discuss further if you have any doubt!