Update field on lead when it submits a marketing form

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Posted on by Jandys

Hi,

I want to change a value of "yes/no" field on the lead entity when a lead submits a marketing form on our website. THe form is captured in Dynamics. How can I do that?

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Leah Ju Microsoft Employee on at

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Hi Jandys,

Each field that appears in a marketing form must map unambiguously to a contact or lead field in your Dynamics 365 database, where values submitted for that field will be stored.

So you can create a new marketing-form field for the "yes/no" field on the lead entity, then add the marketing-form field on marketing form:

https://learn.microsoft.com/en-us/dynamics365/marketing/marketing-fields

If you don't want to create marketing-form field, maybe you can try to use power automate to achieve it:

When a marketing form created in Dynamics 365 Marketing is filled out by someone online, it creates a Marketing form submission record in Dataverse. We can use that as our trigger at the start of the flow.

The Marketing form submission will be related to contact/lead, so you can update fields on lead.

Please refer to the following links, which provide more detailed information:

https://meganvwalker.com/create-email-notification-d365-form-submittions/

https://meganvwalker.com/internal-notification-email-for-form-submissions/

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