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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Select audience on For...
Customer experience | Sales, Customer Insights,...
Answered

Select audience on Forms is not working

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Posted on by RM-25021035-0 26
Hello,
 
I cannot select audience on Forms on Real-Time Journey. If I dont select one the fields dont show and basically I cannot create a Form. See bellow:
 
 
 
Anyone has any tip?
Categories:
Outbound to Real-Time Transition
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  • Verified answer
    Kevin Beale Profile Picture
    Kevin Beale 9 on at
    I would check what security roles are assigned to you. (You may need a System Administrator to help you with this part)
     
    Typically you'd be assigned one of the provided Journeys security roles (either Marketing Professional - Business for a typical marketing user, or Marketing Manager - Business for someone in more of an administrative role).
     
    If you have either of those already assigned to you (and the forms aren't working) that's pretty concerning.
     
    But if you're assigned a custom security role, there are some tables you'd need to check permissions for. I would start with access for 'audience settings' and 'Form settings' as below and see where that gets you.
     
    Depending on what else you're doing with Journeys, you may need access to other tables (especially if you're using a custom security role). I'd suggest comparing your assigned custom security role to Marketing Professional - Business using XRMToolbox's "Role Comparator" tool. Your admin will likely be able to help you with that.
     
     
    Kevin Beale
    Lead Marketing Consultant
    Forvis Mazars

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