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Customer experience | Sales, Customer Insights,...
Suggested Answer

Data Mapping of Custom fields in Event Registration Form to CRM fields

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Posted on by 10

Hello All, 

We have a self hosted event management portal. We had a requirement to add few constant custom fields in registration form (apart from firstname, lastname and email). Have customized the attendee.component.html file to hold the new custom fields.

When we submit the registration, the values entered for the custom fields are not synced into CRM. 

Could you please help me how to achieve this. Thanks!

I have the same question (0)
  • Suggested answer
    ShravanSuri Profile Picture
    1,255 on at

    Hello Magesh,

    The event website cannot currently be modified to add additional fields to the event form - the change is not supported by the event registration service.

    This is functionality that we're going to release soon, so please keep an eye on the release blog!

    Could you email me directly on shravan.suri@microsoft.com and we can discuss unblocking your particular scenario in the meantime? We can leverage custom fields, and then use a workflow to fill out the contact record from the custom field responses.

    Thanks,

    Shravan

  • cloflyMao Profile Picture
    25,210 on at

    Hi Magesh,

    As Shravan suggested, currently supported fields are limited in the api for event registration:

    POST ${endpoint}/EvtMgmt/api/v2.0/events/${eventID}/registrations

    You can find that acceptable fields for contact entity are restrict to firstName(instead of firstname), lastName and email, which means Event API is standalone compared with general Web API.

    pastedimage1578462850398v1.png

    Actually from my test, 

    in test 1, I have

    - added a custom field Job Title

    - added jobtitle attribute to Attendee.ts(an existing OOB field of Contact)

    - added jobtitle in formdata in attendee.component.ts

    I could still create a new event registration record successfully, and jobtitle has been added in request JSON body,

    pastedimage1578463167401v2.png

    but only 3 default fields have been accepted when I check the record in CRM.

    In test 2, I tried to send direct request to add contact with jobtitle in console,

    however, the field has still be ignored even thought I got success callback.

    var attender = {
      attendees: [
        {
          firstName: "123clofly",
          lastName: "mao",
          jobTitle: "Manager!",
          email: "123456@test.com",
          passId: "",
          waitlisted: false,
          autoRegister: false,
          responses: []
        }
      ]
    };
    
    var serverUrl =
      "https://endpoint/EvtMgmt/api/v2.0";
    var token =
      "Token";
    var odataSelect =
      serverUrl   "/events/Ted_Contoso/registrations?emApplicationtoken="   token;
    $.ajax({
      type: "POST",
      contentType: "application/json; charset=utf-8",
      data: JSON.stringify(attender),
      datatype: "json",
      url: odataSelect,
      beforeSend: function(XMLHttpRequest) {
        XMLHttpRequest.setRequestHeader("Accept", "application/json");
      },
      success: function(data) {
        console.log(data);
      },
      error: function(errorThrown) {
        alert("Err: "   errorThrown);
      }
    });

    So currently I suggest you could use landing page as alternative to default registration form,

    then trigger a workflow to create an event registration record from new contact.(If contact's Originating event field contains data)

    Regards,

    Clofly

  • cloflyMao Profile Picture
    25,210 on at

    Hi Magesh,

    Try to build a workflow and migrate answer in custom registration fields to corrensponding contact's fields as an alternative solution at present.

    You could take my answer in following thread as reference:

    https://community.dynamics.com/365/marketing/f/dynamics-365-for-marketing-forum/376995/get-contact-form-to-update-from-custom-event-registration-fields

    Regards,

    Clofly

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