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Hi,
We need to add a field called "Company Name " to our marketing form. Once the user enters data and submits this form, the "Company Name " field should be created as an Account record.
How do we do that?
Also should we use a look-up field or text field for the "Company name"? If we use text field and duplicate records are created will the system apply the duplication rule?
Thank you.
Hi Partner,
A record is created in dataverse each time a form is completed. On the ‘Marketing form submission’ table there is a field called ‘Submitted Values’ which seems to contain a string of all the values submitted in key value pairs.
Maybe you can use ‘Marketing form submission’ table and power automate to get "Company Name" value and use it to create account records automatically in the flow.
(+) Marketing Form Submitted values and Power Automate Notification - Dynamics 365 Marketing Forum Community Forum
Dynamics 365 Marketing Form Submission Mapping to Custom Tables — Amey Holden | ABC Enthusiast & Power Platform Specialist
It is fine to use a text field for "Company Name" and it seems that records created by the process ignore the duplicate rule, but I am not so sure about this.
Thank you so much for the response. I will check out the links as well. When you say Power Automate is it like a workflow?
Yes.
Power Automate is like a workflow, but it can do more complex operations:
Get started with Power Automate (contains video) - Power Automate | Microsoft Docs
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