
I'm an experienced developer but new to Dynamics since I'm investigating on behalf of a client. They use Dynamics and want a simple email subscription form on their website. I've built these forms for other products (MailChimp, Constant Contact) however I can't seem to find any information on how to do this for Dynamics Marketing.
We're aren't fixed on a single solution and we build on a platform that allows us to customize it entirely. Hopefully someone more familiar with Dynamics can provide some insight on where to start. In particular, we want to build what is preferred by Dynamics to avoid complicating it for ourselves.
I'm trying to understand the standard practices for Dynamics, but the after spending a few hours scanning and searching documentation, I'm getting lost in the instructions, which really seem focused on building everything internally, rather than integrating with an existing site.
Thanks in advance!
Hi Paulo,
In Dynamics Marketing, there are 3 types forms
and 3 ways to host form.
https://docs.microsoft.com/en-us/dynamics365/marketing/embed-forms
Embedded marketing form(The script is used to render form built by Marketing app and collect submission):
The form is created within Dynamics Marketing and we load it on our web page via an automatically generated script.
Captured external form(The script is only used to collect/capture submission):
Embedding an automatically generated script from Dynamics Marketing on our web page and the script will capture submissions.
Native marketing page
It is same to the way 1, but the difference is that the script will be embedded on Dynamics portal page instead of our own page.
It seems that the form you want to work with is Subscription Center Form, if so, as what the table of the second link summarizes, "Embedded marketing form" would be your option.
Now let's us review your questions:
* Assuming we have API access, is there documentation on how to submit these via code?
Subscription center functionality is only supported by form built by Dynamics Marketing, so currently there is no API for us to run customized subscription center form.
* Is there a pre-built form that can be embedded in the site?
Yes, it would be "Embedded marketing form".
* Is it best to have a hosted page on Dynamics and we just direct them to it?
The form script can be embedded on both Dynamics portal page and our own page, it is OOB to use if with Dynamics; if we embed the script on our own page, then we need to authenticate the website domain to support subscription center functionality on our website.(For SC form, all fields will be prefilled by default.)
https://docs.microsoft.com/en-us/dynamics365/marketing/mkt-settings-authenticate-domains