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Dynamics 365 Community / Forums / Customer Insights - Journeys forum / Dynamic Lists and Clic...
Customer Insights - Journeys forum

Dynamic Lists and ClickDimension Form check boxes

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Posted on by Community Member

Hello! 

A client of mine is using click dimensions and I was wondering if it was possible to connect MS dynamics and click dimensions so depending on what the user selects in the form it will place them in different dynamic lists on MS Dynamics? So hypothetically speaking, if someone checked the "truck rental" box on click dimensions and sumbitted it they would then be added to the dynamic 'truck rental' list on Dynamics. 

Is this possible?

Categories:
Segmentation
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  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,027 Moderator on at

    Hi bnussbaum,

    It is possible by triggering a plugin when the truck rental box is updated. The Plugin will need to assign users to the appropriate list such as the dynamic truck rental list.

  • Community Member Profile Picture
    Community Member on at

    Can you elaborate? What Plugin would i need? Sorry, I'm really inexperienced when it comes to CD. Your help is much appreicated.

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,027 Moderator on at

    Hi bnussbaum,

    A custom Plugin. Read this article to learn how to write Plugins to extend business processes.

  • Suggested answer
    Malinm85 Profile Picture
    Malinm85 User Group Leader on at

    Are you connecting ClickDimensions to crm or marketing?

    If its crm you can connect the checklist in the CD form to the checklist in crm and then the dynamic marketing list is automatically updated.

    support.clickdimensions.com/.../115001156273-Create-ClickDimensions-Form-Fields

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