Customize the Real-time Marketing Form form / Form Editor to add field (Dynamics 365 Customer Insights – Journey)
Suppose we want to add the Lead Type (a custom choice field) to the Marketing Form’s form / form settings (RTM). Open the Form…
Suppose we want to add the Lead Type (a custom choice field) to the Marketing Form’s form / form settings (RTM). Open the Form…
The form pre-fill functionality has been around for years, but for Outbound marketing. It was added to Realtime in the September 2024 update in…
We can make use of the OptionSet Wrapper component to show color-coded options on the form for the choices or option set fields. Below…
This feature added to Timeline control allows us to take notes even before creating/saving the record/form. Select the Timeline control, then Notes properties, and…