Troubleshooting Forms in Dynamics 365 Customer Insights

Save time by creating Custom Form Templates

Save time by creating reusable templates:
Navigate to Templates in the left navigation

Click New template > Form

1. Design your template with:

   • Standard fields and layout

   • Pre-configured styling

   • Default audience settings

   • Consent configurations

2. Save and name your template

3. Access it when creating new forms

Form Not Accepting Submissions

Check these settings in D365 Customer Insights:

• Verify domain is authenticated

• Confirm form is published

• Check the 2,000 requests/minute limit hasn't been exceeded

• Ensure required fields are properly mapped

Best Practices for D365 Customer Insights Forms

CAPTCHA Not Working

Verify CAPTCHA is enabled in form settings
Check that scripts are loading correctly
Test in different browsers
Consider implementing a third-party CAPTCHA service

Data Not Syncing to CRM

Ensure:

• Field mappings are correct

• Entity permissions are properly configured

• No duplicate detection rules are blocking submissions

• Check data type compatibility

Performance Optimization

• Keep forms short (5-7 fields maximum)

• Use conditional logic to show/hide fields

• Enable progressive profiling

• Minimize required fields

Data Quality

• Use dropdown lists for standardized data

• Implement proper validation patterns

• Set clear error messages

• Use placeholder text for guidance

Compliance Considerations

• Include clear consent checkboxes

• Link to privacy policies

• Use preference centers for opt-out management

• Maintain audit trails of consent

Troubleshooting Common Issues