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Notification to Team / Forms

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Posted on 14 Nov 2019 11:23:25 by TobifromBonn

Hello,

I've seen that this was allready a problem but the answers aren't usefull for me.

After someone has done a submition the only thing I wan't to have is that an email message is send to a specific email address or to a team. So I want inform the team: Firstname, lastname,... submitted the form XY. If there are radio buttons I also want to include the option he choosed.

Is there any easy to use option like they have in ClickDimensions.

Regards

Tobias

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cloflyMao 25,202 on 29 Nov 2019 at 05:55:40

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RE: Notification to Team / Forms

Hi Tobias,

Do you mean you would like to make an overview or analytics for all form submissions records?

If so, form submissions data are stored as Insights data which is not directly accessible as other entites in CRM, so we couldn't make dashboard for them directly.

There are 2 solutions, you could take them reference:

1. Use PowerBI to connect to your marketing instance and do analytic for Insights data in OOB way, this is officially supported and recommended way.

https://docs.microsoft.com/en-us/dynamics365/marketing/custom-analytics

2. Add a custom entity to save each submission with workflow, you could read my last response in thread below:

https://community.dynamics.com/365/marketing/f/dynamics-365-for-marketing-forum/373440/can-we-create-a-form-field-dynamics-marketing-without-having-to-map-to-contact-lead-field

then create dashboard based on custom form submission entity.

Regards,

Clofly
TobifromBonn 20 on 28 Nov 2019 at 13:42:27

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RE: Notification to Team / Forms

Hi Clofly,

the thing is, that this is not easy to use. Is there any option that we can create a dashboard where the sales team or others can see the trasmitted information in overview? As an easy notification.

We want to use it also for download conversions.

Regards

Tobias
cloflyMao 25,202 on 20 Nov 2019 at 10:07:56

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RE: Notification to Team / Forms

Hi Tobias,

Please let me know whether my anwser could help you and whether you still have any doubt.

Regards,

Clofly
Suggested answer

cloflyMao 25,202 on 15 Nov 2019 at 03:01:45

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RE: Notification to Team / Forms

Hi Tobias,

Have you checked my anwser in the thread below?

https://community.dynamics.com/365/marketing/f/dynamics-365-for-marketing-forum/371955/marketing-module-and-workflow

We could achieve your requirement with Workflow/Flow, and I would like add supplements for your scenario:

At beginning, you can render optionset field to multiple radio buttons in form field configuration.

Workflow:

Just add data you want with dynamic values assist, To field is required to be an existing user record in CRM.

Demo submission:

Email:

Flow:

Due to source form field stored data is guid reference for a marketing form record,

and option set field stored data is integer, these fields could be mapped with CRM workflow,

but we need customization in flow to show formatted value of them.

In step 2, I add a temp variable to store optionset formatted value, let name its "Preference Formatted"

In step 3, I use a Switch control to set Preference Formatted value based on Preference Contact method integer data.

In step 4, check if the new record is from marketing form:

In step 5, I retrieved form name with source form data, now both form name and option set get their formatted value.

Demo submission:

Email:

Please let me know your doubt and whether my anwser could be useful for you.

Regards,

Clofly