Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Create form fields (D365 Marketing) without having to map to CRM Contact/Lead Field

  • 1.  Create form fields (D365 Marketing) without having to map to CRM Contact/Lead Field

    Posted 19 days ago
    #CustomerEngagement #Marketing- Need help on Dynamics Marketing.

    Any workaround on creating a form field without having it to be mapped to a contact/lead field? Our customer is not keen on having to do the two step approach of creating CRM field and then a form field and having to map each other. They wish to post few questions on the form (which does not have to be created/mapped against a contact/lead)​ or if this is a limitation, how easily they can create fields in CRM that can be hidden?​

    Thanks!

    ------------------------------
    Veena Ravindran
    Hitachi Solutions America, Ltd.
    ------------------------------
    Conference-CRMUG_200x200


  • 2.  RE: Create form fields (D365 Marketing) without having to map to CRM Contact/Lead Field

    TOP CONTRIBUTOR
    Posted 18 days ago
    I think we need a little more information as to what is driving this requirement, but you can't add fields to an entity that are not associated with a entity - the data has to be stored somewhere.
    Using business rules, you can add fields that appear (or are hidden) depending on something selected in another field.

    ------------------------------
    Donal McCarthy
    Digital Marketing Administrator
    BrightWork
    Galway
    ------------------------------

    Conference-CRMUG_200x200


  • 3.  RE: Create form fields (D365 Marketing) without having to map to CRM Contact/Lead Field

    Posted 18 days ago
    Let me explain the business background to this.

    The customer would like to create just the form fields without mapping the same to a CRM field for the following reasons:
    1. Ease of creation of form fields (like how click dimensions work)
    2. They fear that if they need to create fields on contact/lead for every form field, they might even run out of fields against this entity

    They use the form fields to create questions (text fields) which will be posted on a form and they do keep changing the questions quite often. Hence if they have to create a CRM field against every form field, it will be quite cumbersome.

    They would like to just analyse the values submitted by contacts/leads, without really mapping to CRM fields (similar to click dimensions).

    Any workaround on this?

    ------------------------------
    Veena Ravindran
    Hitachi Solutions America, Ltd.
    ------------------------------

    Conference-CRMUG_200x200


  • 4.  RE: Create form fields (D365 Marketing) without having to map to CRM Contact/Lead Field

    TOP CONTRIBUTOR
    Posted 18 days ago
    I don't think Click Dimensions does this - where is the data stored?

    When is the data being collected?
    I would suggest maybe looking at Forms Pro (or Voice of the Customer - which would be better but is being deprecated).

    ------------------------------
    Donal McCarthy
    Digital Marketing Administrator
    BrightWork
    Galway
    ------------------------------

    Conference-CRMUG_200x200


  • 5.  RE: Create form fields (D365 Marketing) without having to map to CRM Contact/Lead Field

    Posted 18 days ago
    Yes, click dimensions let you create form fields without having to mandatory map to a contact/lead field. Data must be stored on CD Azure.
    I tested it out and it does let me save form fields without having to map to a CRM field necessarily. When the form is submitted, the "Posted Fields" and "Posted Form" entity shows the data as well.

    ------------------------------
    Veena Ravindran
    Hitachi Solutions America, Ltd.
    ------------------------------

    Conference-CRMUG_200x200


  • 6.  RE: Create form fields (D365 Marketing) without having to map to CRM Contact/Lead Field

    Posted 18 days ago
    Forms Pro is a good suggestion though.

    ------------------------------
    Veena Ravindran
    Hitachi Solutions America, Ltd.
    ------------------------------

    Conference-CRMUG_200x200


If you've found this thread useful, dive deeper into User Group community content by role