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I would like to trigger an email to a couple of people internally upon a marketing form being completed which includes the values submitted.
I have researched many options but still not sure what the best method is for managing this request and would love to hear how everyone else is managing what seems like a basic request but unfortunately cannot find a simple solution to?
Hi Evine,
You can create a process using Power Automate to get submitted values and send email.
When a marketing form created in Dynamics 365 Marketing is filled out by someone online, it creates a Marketing form submission record in Dataverse.
On the ‘Marketing form submission’ table there is a field called ‘Submitted Values’ which seems to contain a string of all the values submitted in key value pairs - lovely that looks helpful. Actually it’s not for two reasons:
(1)Its just a very clever form component control that is visualising them in the string - when you actually look at this ‘Submitted Values’ column its completely blank!
(2)You can’t read all the responses anyway - Lookups come back with multiple properties (id and LogicalName) in JSON format and choice responses come back with their value e.g. 192350003 rather than label ‘Success’.
So we need to use a combination of the ‘Marketing form submission’ record, its related ‘Marketing field submissions’ and the ‘Marketing form field’ meta data to get the complete and human readable form response data.
Reference links:
Create An Email Notification For Marketing Form Submissions (meganvwalker.com)
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