Dynamics Community Forum Thread Details

I am migrating an Outbound Marketing form to a Real-time Marketing form in Dynamics 365 Marketing. The Outbound form includes custom JavaScript and plugins, and I want to know if they can be reused in the Real-time Marketing form.

Additionally, I attempted to add a new tab with a subgrid to the msdynmkt_marketingform table's main form, but the changes were not visible. I have already published the changes and checked permissions, but the updates do not appear.

Has anyone encountered this issue? Are any restrictions or additional steps required to make the subgrid visible in Real-time Marketing forms?

Categories:

Dynamics 365 Customer Insights - Data

Outbound to Real-Time Transition

Dynamics 365 Customer Insights - Journeys

Microsoft Dynamics CRM

Hello SurajShukla2607,

You've hit upon a couple of key differences between Outbound Marketing forms and Real-Time Marketing forms in Dynamics 365 Marketing, particularly regarding JavaScript, plugins, and form customization.

1. JavaScript and Plugins:

Outbound Marketing Forms:
- Outbound Marketing forms are built on the classic Dynamics 365 form infrastructure.
- They support custom JavaScript web resources and plugins in the same way as other Dynamics 365 forms.
Real-Time Marketing Forms:
- Real-Time Marketing forms are built on a different, more modern architecture.
- They do not support custom JavaScript web resources or plugins in the same way as Outbound Marketing forms.
- Real-Time Marketing forms rely on a more declarative approach for customization, using features like form fields, styling, and configuration options provided within the Real-Time Marketing form editor.
- This means that any JavaScript or plugins you have on the Outbound marketing form, will need to be re-implemented using the methods that are available in real time marketing forms.
Alternatives:
- For Real-Time Marketing forms, you'll need to explore alternative methods for achieving the same functionality, such as:
  - Form field configuration.
  - Form styling.
  - Real-Time Marketing's built-in personalization and dynamic content features.
  - Power automate flows.

2. Adding a Subgrid to msdynmkt_marketingform:

Form Customization Limitations:
- The msdynmkt_marketingform entity, which represents Real-Time Marketing forms, has limitations regarding form customization compared to standard Dynamics 365 entities.
- Adding subgrids directly to the msdynmkt_marketingform main form is not a supported or recommended approach.
- The way that real time marketing forms are rendered, is very different from the standard model driven app forms.
Why Changes Are Not Visible:
- The Real-Time Marketing form editor and rendering engine might not recognize or display custom subgrids added through the traditional form editor.
- The form's architecture is designed to work with the specific components and configurations provided within the Real-Time Marketing form editor.
Alternative Approaches:
- Related Entities and Views:
  - If you need to display related data, consider creating separate views or dashboards that display the related information.
  - You can then provide links or navigation from the Real-Time Marketing form to these views or dashboards.
- Power Pages:
  - If the use case is to show this information to people that are filling out the form, then it would be better to use Power Pages. Power pages can be used to show information from Dataverse, and has much more capability than Real time marketing forms do.
- Custom Web Resources (Embedded):
  - In some scenarios, you might be able to embed custom web resources within the Real-Time Marketing form to display related data. However, this is a more advanced approach and might have limitations.
- Power Automate:
  - If the subgrid data is only needed for backend processing, then power automate flows would be the correct approach.

Key Recommendations:

Re-evaluate JavaScript and Plugin Requirements:
- Determine if the functionality provided by your JavaScript and plugins is essential for the Real-Time Marketing form.
- Explore alternative methods for achieving the same functionality using Real-Time Marketing's built-in features.
Avoid Direct Subgrid Customization:
- Do not attempt to add subgrids directly to the msdynmkt_marketingform main form.
- Explore alternative approaches for displaying related data, such as related views, dashboards, or custom web resources.
Use Power Pages:
- If the data that was going to be in the subgrid needs to be shown to the form user, then power pages is the correct approach.
Consult Microsoft Documentation:
- Refer to the official Microsoft documentation for Real-Time Marketing forms for the latest information on customization options.

In summary, Real-Time Marketing forms have a different architecture and customization model than Outbound Marketing forms. You'll need to adapt your approach and explore alternative methods for achieving your desired functionality.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me.

My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.

Regards,
Daivat Vartak

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