Form Report Layout Customization in Dynamics 365 Marketing

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Posted on by Joey K

Hello, I'm Joey here,

I tried extracting the form report and the data are all combined in 1 column "Form Submissions".

Is there anyway to change the layout or properties of the form report?

Thanks in advance!

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cloflyMao 25,210 on at

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Hi Joey,

It is by design, for each submission, all submitted value will be saved in one field: "Form Submissions"(msdyncrm_submittedvalues).

An alternative is that you could build a Marketing Field Submission based report, and link query to Marketing Form Submission entity.

Then you result will be below:

Field Name Value Contact Timestamp

Last Name Joey Joey K 22/06/2020

First Name K Joey K 22/06/2020

Company Name Info Trek Joey K 22/06/2020

...

How did you hear about us? 6 Joey K 22/06/2020

Regards,

Clofly

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Joey K 35 on at

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Hey Clofly,

Thank you so much for replying to my query.

May I further ask about the location to embed this HTML?

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cloflyMao 25,210 on at

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Hi Joey,

I thought you were using SSRS report, thus I posted a fetchXML query.

We can just create such view which is based on field submission entity in system directly, then add necessary columns to the view.

Add fields from related form submission record.

Result:

(When you're browsing any entity records, change the etn parameter in URL to "msdyncrm_marketingfieldsubmission" to open field submission records.)

Is you form report built by SSRS?

because from screenshot of your question, I found Lead column, but I didn't find any field which could be referred to Lead in Form Submission entity.

Regards,

Clofly

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Joey K 35 on at

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Hey Clofly,

Apologies for not specifying. I'm currently using the Dynamics 365 Marketing portal only. I've seen a lot of examples for Finance & Sales portal, but I couldn't find any in regards to Marketing portal.

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cloflyMao 25,210 on at

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Hi Joey,

Did you export form report from submission records in Marketing form Insight data?

Regards,

Clofly

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Joey K 35 on at

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Hey Clofly,

Yes I did.

Got it from the Marketing Page --> Insights --> Submissions --> Export to Excel.

A form is created in the Marketing Form section and used in Marketing Page.

Regards,

Joey

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cloflyMao 25,210 on at

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Hi Joey,

Format of value from insight data is not customizable, in other word, they are read-only;

And another thing we should note is that they are not directly accessible compared with other general entities.

Thus if you want to create a custom report which expand submitted value into multiple rows and contains both related contact and lead at same time, the solution would be by creating a SSRS report and run FetchXML query, then export result table as excel file.

1. Install Visual Studio Data Tools 2015

https://readyxrm.blog/2018/07/24/set-up-your-workstation-to-create-sql-server-reporting-services-reports-for-dynamics-365-revisited/

2. Create a report item/file

https://readyxrm.blog/2018/07/24/how-to-create-your-first-dynamics-365-ssrs-report/

3. Follow the tutorial from step 2, run FetchXML below in the VSDT to get a dataset.(I added some new code to retrieve related lead of contact.)

4. Get query result in Preview tab, and export it as excel file.

5. Final excel report

Regards,

Clofly

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