Providing Security Access To Users For Realtime Form Ownership

Using Realtime Marketing Forms from Customer Insights Journeys on your website provides a quick and seamless way to have new Leads and Contacts created automatically in Dynamics 365. It’s good to know that when a new record is created, the owner of that record will be whomever owns the Marketing Form. Rather than giving Sales people an out of the box security role for Marketing (which I have…

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Providing Security Access To Users For Realtime Forms

This post will show you how to provide security access to users for realtime forms ownership in Customer Insights – Journeys (D365 Marketing).

Blog Syndicated with Megan V. Walker’s Permission

Author: Megan V. Walker

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