How to Create Forms in D365 Customer Insights

How to Create Your First Form

Step 1: Access the Form Editor

Navigate to Real-time marketing > Forms in your D365 Customer Insights environment. Click New to start creating a form.

Step 2: Choose Your Starting Point

You have two options:

• Select a template from the template gallery

• Start from scratch with a blank form

For your first form, using a template saves time and ensures best practices are followed.

Step 3: Configure Basic Settings

Set these essential configurations:

• Form name: Use a clear, descriptive name

• Form type: Select Marketing form, Event registration, or Preference center

• Audience configuration: Choose between Contact or Lead (for marketing forms only)

Building Your Form Layout

Adding Form Fields

The form editor in D365 Customer Insights uses a drag-and-drop interface. Here's how to add fields:

1. From the toolbox panel, drag field elements onto your canvas

2. Click each field to configure:

   • Field mapping: Link to the correct entity attribute

   • Display name: Set user-friendly labels

   • Validation rules: Make fields required or set specific formats

   • Default values: Pre-populate where appropriate

Essential Fields to Include

For marketing forms, typically include:

• First Name and Last Name

• Email Address (always required)

• Company Name

• Phone Number

• Marketing preferences checkboxes

How to Style Your Forms

Using the Style Editor

Customize your form appearance to match your brand:

1. Click the Styles tab in the form editor

2. Adjust:

   • Font family and sizes

   • Color schemes for fields, buttons, and text

   • Spacing and padding

   • Border styles and radius

Creating Custom CSS

For advanced styling in D365 Customer Insights forms: