web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Update field on lead w...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Update field on lead when it submits a marketing form

(0) ShareShare
ReportReport
Posted on by Jandys 61

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?

I have the same question (0)
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at

    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.

    image

    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/ 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 128 Super User 2026 Season 1

#2
11manish Profile Picture

11manish 113

#3
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 69 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans