News and Announcements icon

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Form capture transitio...

Customer experience | Sales, Customer Insights,...

Unanswered

Form capture transition advice

(1) Share

Report

Report

Posted on by Community member

6

Wave 1 2024 updates will include form capture scripts for RTM forms. My understanding based on how forms work between OBM and RTM is that new scripts will need to be deployed to web pages using the OBM script. Any advice on how to transition these seamlessly with little to no data loss?

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

Petr Jantac on at

Like (0)

Report

Form capture transition advice

Hi,

That is correct understanding, the existing form capture scripts in your page will need to be replaced with the new RTM form capture scripts.
Suggestion for seamless transition:

1. Create the new RTM form and get the form capture script. Preview: Capture forms in Customer Insights - Journeys - Dynamics 365 Customer Insights | Microsoft Learn

2. Embed the script into a testing page to check if the data is collected correctly.

3. Replace the old script with he new one.

Thank you,

Petr

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2

Martin Dráb 230,235 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans