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Real Time Marketing Forms - different (Lead) Owner

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Posted on by Ferdinand Ganter

Hi there,

In Outbound Marketing, you could simply assign a form to another user and the leads generated by the form were assigned to that user. In Real Time Marketing or Customer Insights Journeys, this is not so easy. A form cannot be assigned to another user by default. Is there a known workaround here?

Regards
Ferdinand

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Leah Ju Microsoft Employee on at

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Hi Ferdinand ,

Do you mean that forms can't be assigned during a journey in real-time marketing?

Because that i can assign form to another user in the form page easily:

And leads created through this form are owned by the form owner.

So you are trying to assign the form to another user via some action in the journey?

This is all ready-made actions, not for direct form assignment, maybe you need to think about using action--Active a custom trigger.

Custom triggers activated through a customer journey can also trigger Power Automate flows.

In the power automate, you can assign form to another user.

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

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

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Leah Ju Microsoft Employee on at

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Hi Partner,
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