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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Contact Us Marketing Form
Customer experience | Sales, Customer Insights,...
Suggested Answer

Contact Us Marketing Form

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Posted on by RKingTN 15

I am very new to MD.

I have an urgent need and want to go ahead and replace one of our website forms.

I am creating a simple "Contact Us" form to start.  I have a "How can we help you" text box that I would like to feed into a Lead/Contact.

What is the best field to map this into?  I was thinking topic or creating a How can we help you field. Im not sure the later is best solution.

Would be nice if I could use the response to create a note?

Screen-Shot-2021_2D00_03_2D00_22-at-1.31.33-PM.png

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  • Suggested answer
    Nya Profile Picture
    Nya 29,060 on at

    Hi,

    For the form fields in Marketing Form are mapped to the fields of Contact entity or Lead entity only and the Note is an individual entity, the form submission cannot be inserted as the Notes of a Contact.

     

    However, you can create a real-time Workflow to create a Note related to the contact who submitted the Contact Us Marketing Form.

     

    1. Create a new field “How can we help you” in Contact along your lines. Or just choose an existing field that you may not use, preferably of the type Multiple Lines of Text.

     pastedimage1616483070830v1.png

    1. Create a Form Field mapped to the chosen field. Remember to select the correct Field type, otherwise the chosen field will not be found in the drop-down list.

     pastedimage1616483081124v2.png

    1. The field can be inserted into the marketing form now.

     pastedimage1616483091317v3.png

    1. Create a workflow which targeting at Contact from Advanced Settings > Settings > Processes.

     pastedimage1616483099327v4.png

    1. Set the “Start when” as “Record is created” and “Record fields change” for both new contact submission forms and existing contact submission forms.

     pastedimage1616483107469v5.png

    1. For the case “Record fields change”, select the chosen field as the condition.

     pastedimage1616483116578v6.png

    1. Add a condition into the step below that the chosen field is not empty.

     pastedimage1616483124751v7.png

    1. Add a step to create a Note related to the Contact and set the properties of the Note with the fields of the Contact.

     3225.png

    1. Save and activate the workflow.

     pastedimage1616483155229v9.png

    1. After setting the above steps and submitting the form, a note will be created related with the submitting contact and shown in the timeline of the Contact form.

     pastedimage1616483195874v10.pngpastedimage1616483205044v11.png

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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