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Microsoft Dynamics Marketing allows for the collection of data from form submissions. However, each data field submitted is stored in a separate Dataverse record (using JSON for lookup values) which makes it difficult to use this data in business processes.
Using North52’s Decision Suite business rule engine we’ll show how you can reduce complexity and easily create a record in Dynamics 365 from the data submitted via Dynamics Marketing Form.
In this example, a landing page with a Dynamics Marketing Form has been configured to allow people to submit referrals.
North52 Decision Suite Solution
The North52 Decision Suite solution works like this:
- A Formula is set up to run on the update of a Marketing Form Submission
- The Formula ensures the Form Submission is at a status of Success
- It then retrieves an entity collection of the Marketing Form Field Submissions and loads them into an xCache table in memory
- The Referral record is created mapping the values found in the Marketing Form Field Submissions into the fields on the Referral record