Dynamics Community Forum Thread Details

Adding a Fillable PDF Form after Marketing Form Submission

I am new to Microsoft Marketing platform and was trying to figure out the following:

If a form is submitted, is there a way to add a PDF/downloadable form for the person who submitted the request? Basically, looking to fill in the information with what they completed and have at their fingertips. I will also be emailing the form after completion, but am not to worried about that part.

Hi Cory,

You can try to use power automate to build one flow to achieve it.

A record is created in dataverse each time a form is completed. On the ‘Marketing form submission’ table there is a field called ‘Submitted Values’ which seems to contain a string of all the values submitted in key value pairs - lovely that looks helpful. Actually it’s not for two reasons

Its just a very clever form component control that is visualising them in the string - when you actually look at this ‘Submitted Values’ column its completely blank!
You can’t read all the responses anyway - Lookups come back with multiple properties (id and LogicalName) in JSON format and choice responses come back with their value e.g. 192350003 rather than label ‘Success’

So we need to use a combination of the ‘Marketing form submission’ record, its related ‘Marketing field submissions’ and the ‘Marketing form field’ meta data to get the complete and human readable form response data.

In the Flow, you can extract the values of a form submission with power automate and place the submitted values into PDF or email.

You can refer following links for more details:

https://www.ameyholden.com/articles/automate-dynamics-365-marketing-form-submissions-for-custom-tables-with-power-automate

https://meganvwalker.com/create-email-notification-d365-form-submittions/

Quick Links