View RTM Form Submission data from the linked Contact/Lead

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Posted on by MichelleM

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Is it possible to customise the Lead or Contact form to show the content of RTM Form Submissions?

I have the marketing activities showing in the timeline as explained here: https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/timeline

But when a form is submitted, the timeline entry is just a link to the Form itself and not to the submission details.

I thought about adding a new subgrid on the form linking to the msdynmkt_marketingformsubmission table, but it can't display related records only - I'm assuming because the 'Linked Record' field on a submission is a different type of relationship...?

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Dynamics 365 Customer Insights - Journeys

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Daniyal Khaleel 298 on at

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View RTM Form Submission data from the linked Contact/Lead

Why you see only a link in the timeline

In the timeline, when a customer submits an RTM form, the entry is tied to the marketing form activity, not directly to the individual form submission record.

That’s why you only see a link to the form, not the actual submission details

msdynmkt_marketingformsubmission table
Submissions are stored in this table.
However, the Linked Record field (msdynmkt_linkedrecordid) is a polymorphic lookup — meaning it can link to different entity types (e.g., Lead, Contact, Account).
This is why a standard subgrid doesn’t filter correctly, because Dataverse doesn’t handle polymorphic lookups in subgrids like normal relationships.
Workarounds
Custom View + Quick Filter:
You can create a custom view of msdynmkt_marketingformsubmission showing all records, then add a subgrid and filter via JavaScript/PCF control to display only those related to the current Lead/Contact.
Custom N:1 Relationship:
If your use case is specific (e.g., only Contact form submissions matter), you could create a calculated or synced field that explicitly maps the submission to Contact. This allows a direct subgrid relationship.
Custom Control (PCF):
Some teams build a PCF to fetch and display submission data inline on the form (essentially bypassing the subgrid limitation).

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