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Dynamics 365 Community / Forums / Customer Insights - Journeys forum / Marketing Form that Do...
Customer Insights - Journeys forum

Marketing Form that Does NOT Update Records?

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Posted on by Stephani

Can you create a marketing form that does NOT update a contact or lead record?  It simply creates a new lead if one is not found or logs the form was submitted if lead/contact was found?

Based on the MS Docs, "When the form is submitted, Dynamics 365 tries to match the incoming data to an existing contact; if a match is found, the matching record is updated, otherwise a new record is created."

We have a business that does NOT want to update records when the form is submitted.  I do not see that as an option, am I missing something?

Categories:
Marketing Pages Forms and Surveys
Forms
  • Stephani Profile Picture
    Stephani on at
    RE: Marketing Form that Does NOT Update Records?

    Thank-you, I submitted the idea here:

    https://experience.dynamics.com/ideas/idea/?ideaid=1bc17b48-ff9c-e911-80e7-0003ff688f4e

  • Verified answer
    megcda Profile Picture
    megcda 2,192 on at
    RE: Marketing Form that Does NOT Update Records?

    Hi Stephani,

    Vivek is correct, there is no option to not update the records today, so please do visit Ideas and suggest this.  As a workaround, you could select to always create a lead but on the forms, add a field that maps to the Topic field on the Lead page with a default entry like "Marketing Lead."  You could then setup a workflow to automatically close out these leads.  Not particularly elegant but a potential workaround if this is a hard requirement for the business.

    Thanks,

    Megan

    Please mark as Verified if this answers your question!

  • Suggested answer
    Vivek_Singh Profile Picture
    Vivek_Singh 385 on at
    RE: Marketing Form that Does NOT Update Records?

    Hi Stephani,

    Thanks for reaching out!!

    As per my understanding, provision to create new contact every time without matching the existing contacts is not available. 

    I suggest you visit our Ideas portal and add this feature request.  Our PMs regularly review and community votes do impact the roadmap.

    Hope that helps!!

    Regards,

    Vivek Singh

    If this answers your question then please mark this as verified!!

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