Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer Insights - Journeys forum / Automatically create a...
Customer Insights - Journeys forum
Suggested answer

Automatically create a new account from a form submission

(0) ShareShare
ReportReport
Posted on by pdr469 175

Hi,

I have a client with a requirement that I feel like would be very common. The requirement is for any form submissions that contain a company name where a contact is created, to have either a new account created and attached to that contact or have that contact attached to an existing account if it matches the company name. I'm sure this would need to be some kind of Flow or workflow but I can't seem to drill down to the actual form field value where it checks the company name if it's entered and then searches for the account or creates a new one. I know that I can add the parentaccountid field as a lookup but I can't find a way for the system to automatically create a new account based on the company name value that was entered in the form submission.

Categories:
Marketing Pages Forms and Surveys
  • Suggested answer
    Steve Zhao2 Profile Picture
    Steve Zhao2 on at
    RE: Automatically create a new account from a form submission

    Hi Phil Drake,

    Congratulations! Thanks for sharing your solution here!

  • Suggested answer
    pdr469 Profile Picture
    pdr469 175 on at
    RE: Automatically create a new account from a form submission

    Not sure how to log this but I managed to figure this out by turning on the "Store Form Submissions" on the form and then created a Flow to trigger from the form submission. The field value is stored on the related Marketing Field Submissions so you can pull it in from there and then pass that value to the Account Name when you tell it to create the Account. It works pretty well so far.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Community Spotlight of the Month

Kudos to Mohamed Amine Mahmoudi!

Blog subscriptions now enabled!

Follow your favorite blogs

TechTalk: How Dataverse and Microsoft Fabric powers ...

Explore the latest advancements in data export and integration within ...

more Community News

Leaderboard > Customer Insights - Journeys forum

Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans