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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Dynamics Web Form Inte...
Customer experience | Sales, Customer Insights,...
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Dynamics Web Form Internal Notification Geo Routing

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Posted on by Janak Dhokia 20

I have internal notifications being sent after a web form is submitted. Unfortunately, the current setup means that enquiries from all global locations hit a single point of contact that needs to manually triage and forward queries to relevant people.

 

I would like to automate this based on geo location of the form submission.

 

I.e. Each pre-defined region has a contact assigned, when a form is submitted from that region, the assigned contact will receive the alert notifying them of the form fill in that region.

 

Does Dynamics Marketing contain relevant features for me to build this? Any helpful docs showing the process?

 

Thanks

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  • Suggested answer
    Petr Jantac Profile Picture
    Petr Jantac Microsoft Employee on at

    Hi Janak,

    It is possible to build this scenario in Marketing, but it will require a bit of customization.

    1. Add Region as a hidden field into the form. You can create marketing fields from existing Dataverse attributes. Set up input fields for marketing forms (Dynamics 365 Marketing) | Microsoft Learn

    2. Create your JavaScript code that will detect the user's country and set the corresponding Region field value. Include the script into your form. Extend marketing forms using code (Dynamics 365 Marketing Developer Guide) | Microsoft Learn you can also find some examples how to set the value of hidden field using JavaScript in this article.

    3. Create a journey using Marketing Form submitted (Outbound) trigger in Real-time marketing. Add branches to this journey that will send the notification to the correct person according to the value of Region. Create a trigger-based journey (Dynamics 365 Marketing) | Microsoft Learn

    Hope this helps!

    Petr

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