News and Announcements icon

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Enable prefilling mark...

Customer experience | Sales, Customer Insights,...

Unanswered

Enable prefilling marketing forms - real-time marketing

(1) Share

Report

Report

Posted on by EBMRay

873

Hello,

We would like to enable prefilling for our existing Marketing Forms connected to the Contacts table under the Customer Insights Journey.

I couldn't find the option to enable it as it seems only supported for outbound marketing.

The primary objective is to display the contact information of the individual completing the form, ensuring that their data corresponds to the latest updates in CRM Contacts.

Could you please advise how to enable this option?

Best regards,

EBMRay

All responses Img

All responses (2)

Answers Img

Answers (0)

Leah Ju Microsoft Employee on at

Like (0)

Report

Enable prefilling marketing forms - real-time marketing

Hi Partner,
If my answer is helpful, can you check this box to mark that response as an answer?
Leah Ju Microsoft Employee on at

Like (1)

Report

Enable prefilling marketing forms - real-time marketing

Hi Partner,

Unfortunately, it is not enabled in the real-time marketing currently.

But in the following similar thread, one partner replied this:

Form prefill is on the roadmap for real-time journeys forms. We expect the prefill to be avilable in the first half of 2024.

Perhaps we can look forward to the first wave of Microsoft's 2024 update document release:

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2

Martin Dráb 230,198 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans