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Need a solution for user submitted form details in email to multiple user.

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Posted on by Advait

Hello,

I am using marketing module of Dynamic 365.

How can I email the details filled by user on marketing form which is available on marketing page. ?

Also how can I access the back end list of form insights ?

It's Urgent !

Thanks & Regards

Advait.

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cloflyMao 25,210 on at

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Hi Advait,

1. Every fields on marketing form are mapped to eixsting fields of contact entity, so you could add contact's submitted data via Contextual data by assis-edit:

1.1 Assis-edit is in email content editor:

1.2 select Contexual type data:

1.3 If the field on marketing form has been mapped to an existing field of contact, then just choose the item you want by its display name:

You could create a simple customer journey to see these dynamic contents before send the marketing email to your contacts.

Please read article below for details:

https://docs.microsoft.com/en-us/dynamics365/marketing/create-marketing-email (in 6th point, search it by keyword assist-edit)

https://docs.microsoft.com/en-us/dynamics365/marketing/dynamic-email-content#use-assist-edit-to-place-a-dynamic-expression

2. Currently Insights data could only be accessed by Azure Blob storage and be viewed in PowerBI, and you might pay for the service.

https://docs.microsoft.com/en-us/dynamics365/marketing/custom-analytics#set-up-azure-blob-storage-and-connect-it-to-marketing

The published and supported method by code is that we could only get WebsiteClicked or WebsiteVisited interactions data based on a specific contact:

https://docs.microsoft.com/en-us/dynamics365/marketing/developer/retrieve-interactions-contact#action-parameters

While there is an unsupported and unpublished method which could allow us to acess marketing email insights data.(unfortunately it's not marketing form)

https://pkoval.com/2019/08/25/programmatically-accessing-data-from-dynamics-marketing-insights/ (*)

In thread below, I posted how to convert it to Web API request in final reply.

https://community.dynamics.com/365/marketing/f/dynamics-365-for-marketing-forum/370412/where-marketing-emails-are-stores-in-d365-marketing-how-to-get-access-if-we-want-to-track-it-with-contact

If you had such requirement to access marketing form Insights data programmatically, you could try to contact that article's(*) author Pavel Koval whether he could share you any information;

Regards,

Clofly

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makova 310 on at

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Hi Advait,

Did the response from cloflyMao answered your questions or do you need any other advice?

Please mark the post as answered if you do not require further assistance.

Thank you

Best Regards

Martin Kovac, Dynamics 365 Marketing Engineering team.

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Advait 10 on at

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Hello Martin,

Thanks for contacting.

Trust you are great.

Well, that's not helped me in the solution I am looking for.

I have put my question more expressive way on below link.

[View:https://community.dynamics.com/365/marketing/f/dynamics-365-for-marketing-forum/371955/marketing-module-and-workflow:750:50]

Thanks & Regards

Advait

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cloflyMao 25,210 on at

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Hi Advait,

You could read my anwser in your new thread.

Regards,

Clofly

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