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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Prefill Realtime Forms
Customer experience | Sales, Customer Insights,...
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Prefill Realtime Forms

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Posted on by PaulineKolde 641 Super User 2024 Season 2
Hi Community, 
 
is there a functionality to prefill the realtime forms for leads or contacts?
 
I created a form in realtime and i use the own page with the marketing url like https://assets-eur.mkt.dynamics.com/.... (not the javascript embedded functionality). I want to add the form to the email and when the receipients clicks on it the form is prefilled. Like we had in outbound. 
 
Is this possible? Or do we know when it will be possible?
 
Thanks!
 
 
  • Verified answer
    Fiona_Tiernan Profile Picture
    Fiona_Tiernan 325 Super User 2024 Season 2 on at
    Prefill Realtime Forms
    Hi everyone,

    I came across this post and thought I'd jump on and say this is now available as a Preview feature in Real-Time - the documentation on how to access this can be found below:

    https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-form-prefill

    Hope this is helpful! :)

    Fiona
  • LaurenW Profile Picture
    LaurenW 12 on at
    Prefill Realtime Forms
    Even when using prefill, the form submission isn't linked to the same contact (guid) on form submission.
     
    For example, when you a) add contact@email.com with guid123 to a segment b) send an email to that segment c) that contact clicks on the email link & submits a form d) a duplicate contact@email.com with guid345 gets updated & linked in the form submission. 
     
    Is there a way around this yet? i.e. a way to ensure guid123 is linked in the form submission, not guid345?
  • SH-30041451-0 Profile Picture
    SH-30041451-0 2 on at
    Prefill Realtime Forms
    Hi everyone,
     
    Is there any update on when this feature will be available on real-time marketing forms.
     
    thanks,
    Seán
  • mcrthomas Profile Picture
    mcrthomas 150 on at
    Prefill Realtime Forms
    Still not available. I would wait until July to write this, but I'm not holding my breath that it will be delivered and actually work.
  • Community member Profile Picture
    Community member 2 on at
    Prefill Realtime Forms
    Hi, was this idea raised within the Microsoft ideas portal? (https://experience.dynamics.com/ideas)
    If so please share the link so that we can vote for it.
  • Verified answer
    Petr Jantac Profile Picture
    Petr Jantac on at
    Prefill Realtime Forms
    Hi,
     
    Form prefill is on the roadmap for real-time journeys forms. We expect the prefill to be avilable in the first half of 2024.
     
    Petr
  • jaa Profile Picture
    jaa 68 on at
    Prefill Realtime Forms
    Hi! Is there any news on this topic? Thanks!

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