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Customer experience | Sales, Customer Insights,...
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Sending data from a form to one e-mail

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Posted on by 35

Hi everyone,

I really need your help!

Issue: When a particular form has been filled out, I want to take the data from that form and send the information to a person in my client's administration department (1 e-mail address)

How do I achieve this with a Customer Journey?


My current solution: I feel like I have tried everything OOB and ended up mapping the custom form field to a new field (hidden), so that when it contains data it triggers a Power Automate Flow that collects the information from the Contact. This works fine, however, I feel like this should be possible OOB. 

Thanks!!

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  • Verified answer
    Nya Profile Picture
    29,060 on at

    Hi,

    Your current solution is the optimal one.

    Or you can try to create an on-demand workflow targeting at Contact entity which can be inserted into a customer journey.

    pastedimage1650425304537v1.png

    pastedimage1645585001508v4.png

    The preceding steps are the same as your solution, which also maps the submission field to a field in your contact entity.

    Here is the tutorial about how to send email with workflow.

    How to Create an Email Notification Workflow in Microsoft Dynamics 365 (azamba.com)

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