How to copy a form

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Posted on by Community Member

Hi there

How do I copy a form when I don't know how to use code? I have used numerous other marketing automation platforms and they have the ability to just replicate forms without using code? So it can be used by marketers and not development people. Can we do this in Dynamics?

Thanks

Georgie

Categories:

Marketing Pages Forms and Surveys

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Kai_1 20 on at

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RE: How to copy a form

Hello,

I guess the current way is to copy HTML code and paste it to new form.

-Kai Grass
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Christian Abeln on at

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RE: How to copy a form

Hello Georgie F,

I understand that you in the role of a marketer desire to create a copy of a "Marketing form" used for capturing data from your audience and not trying to copy a UI form in the Dynamics 365 user experience like a developer for your solution would do.

Unfortunately we are still missing this capability offered in the UI of the marketing application.

This a topic that we certainly should add for a future release as a productivity enhancement.
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Adrian Begovich 1,019 Super User 2025 Season 1 on at

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RE: How to copy a form

Hi Georgie F,

Open the form you want to create a copy of and click the Save As button near the top of the screen. You will be presented with a screen that allows you to enter a name and description for the new form.