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Publishing multiple Contact views to Dynamics Marketing

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Posted on by Microsoft Employee

Hi There

I have multiple forms in dynamics sales, however only the main contact form is available in Dynamics Marketing (as the view), is there something I need to do to publish to bring the rest of the contact forms across? 

We have built specific forms for business units so its a bit frustrating to only have the main contact form available which only displays certain information 

Thanks 

pastedimage1608024125968v1.png

VS Multiple Views in the sales instance 

pastedimage1608024273887v2.png

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Publishing multiple Contact views to Dynamics Marketing

    Hi Chez,

    If you had found any answer helped, please kindly mark as verified to close the thread, it would be really appreciated. :)

    Regards,

    Clofly

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Publishing multiple Contact views to Dynamics Marketing

    Hi Clofly

    Thank you so much! I will do apply these changes today

    Cheers

    Chez

  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Publishing multiple Contact views to Dynamics Marketing

    Hi Chez,

    That's because by default only Contact and Insights forms are enabled in Marketing application, so we need to enable other forms manually by editing the application.

    There are three entrances to edit an application: 

    1. Click Marketing at right of Dynamics 365 to pop up apps dialog.

    pastedimage1608084193455v1.png

    2. (Top right gear icon) Advanced Settings > Applications > Apps:

    Choose an app and click ellipsis icon > open in app designer.

    3. In https://make.powerapps.com/,

    Apps > Marketing > Edit.

    In App Designer, go to Contact  > Forms, enable other required custom form. Then save and publish the app to update.

    8688.JPG

    pastedimage1608085648074v1.png

    Regards,

    Clofly

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