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Marketing Form for input into Custom Entity

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Posted on by 475Topeka

Dear Community,

Is this scenario possible?

I have a custom Entity. I want to send Contacts a Marketing Form by email that allows them to update the Entity.

Entity = Project Events

Email = Have you held any Project Events? If so tell us when and where on the form below...

Thank you for any guidance!

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Defne Ayanoglu on at

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RE: Marketing Form for input into Custom Entity

Yes, directly to the custom entity. For this you need to have the new entity under the contact record (so you would create a field under Contact that is directly mapped). It will serve as a new field such as any other under the Contact, which can collect data as well.

And then, you can create a new Form Field, where you set the Contact mapping to this custom entity. (via which you will collect submissions by placing this Form Field into a Form)

This way, in the Form editor, when you place this Form Field in the Form, in Properties you will directly see your Custom entity, mapped in the Contact mapping.

Best regards,

Defne
475Topeka 60 on at

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RE: Marketing Form for input into Custom Entity

Thank you Dafne!

Can I map the from fields directly to the custom entity? Or am I only allowed to access fields on the Contact record?
Suggested answer

Defne Ayanoglu on at

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RE: Marketing Form for input into Custom Entity

Hi,

Thank you for your question.

You can create a Marketing page or host a form on your third party webpage, where you link the e-mail to, and collect form submissions via this page, as you describe.

You will need to include a form field, which you map to this custom Entity. You can do this under Contact mapping in Properties within the Designer of the Marketing form. This way, it should capture the entry and collect it under Contact's Project Events field.

Best regards,

Defne
cloflyMao 25,202 on at

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RE: Marketing Form for input into Custom Entity

Hi Topeka,

Your requirement could be achieved with Power Automate and Marketing form API.

1. Create a flow, the start action is a HTTP request trigger, when it(a automatically generated URL endpoint) receive request from other web site,

update the custom entity in Dynamics environment.

2. You should still create some custom fields for Contact entity and add them to marketing form,

these fields will be used to pass data to update custom entity.

When contact submits form, query data in related input fields by document selector at "onSubmit" event,

and send an AJAX request to the endpoint which is created from step 1 with queried data.

You could take thread below for how to create a HTTP request trigger in flow:(the last reply)

https://community.dynamics.com/365/marketing/f/dynamics-365-for-marketing-forum/385271/thank-you-email-after-every-form-submitted

Marketing form API:

https://docs.microsoft.com/en-us/dynamics365/marketing/developer/marketing-form-client-side-extensibility

Regards,

Clofly