How to Unlock the Power of Data in D365 Customer Insights Marketing Forms
Unlock the Power of Data and change your marketing plan in D365 Customer Insights. You can use forms to get important leads. These forms help you automate key tasks. They also help you give great experiences to customers. Recent studies show you can get up to a 15% higher conversion rate for each customer journey when you use data-driven marketing forms.
Get more good leads
Automate how you talk to customers
Make amazing marketing moments
Key Takeaways
Use D365 Customer Insights forms to get important leads. These forms help you do follow-up tasks automatically. This can help you get more customers.
Split your audience into groups to send special messages. This helps customers feel more connected. It also makes their experience better.
Follow data laws by handling consent the right way. This helps your customers trust you more.
Pick the best templates and change your forms to fit your goals. This saves time and helps you get better results.
Check how your forms are doing often. This helps you make your marketing better and get good results.
Power of Data in Customer Insights Forms
Lead Capture
Customer Insights forms help you get good leads. These forms gather data from many places. This gives you a full picture of what customers do. When you look at this data, you find helpful ideas. These ideas help you make your lead capture better. You can test different form layouts to see which works best. Automated follow-ups help move leads through your sales steps. This can help more people buy from you. Changing forms to fit user journeys keeps people interested. It also helps stop people from leaving the form. Companies using AI for lead scoring sell much more. Marketers who use many channels get more sales than those who use just one.
Tip: Check your form data to find good leads. Use this to send special campaigns and get better results.
Segmentation & Personalization
When you split your data, you find different customer groups. You can send each group messages that fit them. Personalization makes your messages more special. You can set default values or change notifications for each person. For example, you can use related tables to add content people like. This way, people pay more attention to your messages. They also have a better experience.
Compliance & Consent
Your forms must follow the rules. Customer Insights forms have required fields to get the right data. If someone skips a required field, they see an error. Consent management helps you follow GDPR and other laws. People can give, check, change, or take back their consent anytime. The system saves consent levels and can delete data if asked. Everyone must say yes to get marketing messages. They can say no whenever they want.
Note: Good consent management keeps your company safe. It also helps customers trust you.
Customer Insights forms help you do more with marketing. You help sales and customer service by collecting, sorting, and keeping customer data safe.
Building & Customizing Forms
Templates
You begin by picking a template that fits your campaign. D365 Customer Insights has many templates to help you start fast:
Landing Page: Make a special page for your campaign. Use it to get leads and keep people interested.
Subscription Form: Let people sign up for news or updates. Grow your audience and keep them in the loop.
Forward to a Friend: Let people share your content with friends. Reach more people and get more referrals.
Templates help you save time and launch forms quickly. Pick a template, change the layout, and move forward.
Tip: Choose a template that matches your campaign. This helps you reach your goals faster.
Fields & Data
Add fields to collect the right information from customers. D365 Customer Insights lets you change fields for better data. You can link fields to customer records and use custom marketing fields if needed.
Follow these best practices when mapping fields:
Note: Changing fields and using smart mapping helps you unlock the Power of Data in your forms.
Branding & Design
Branding your forms builds trust and gets more people to fill them out. D365 Customer Insights lets you add your logo, colors, and style. You can use HTML and CSS for more changes. Branded forms help your company stand out and make people want to finish the form.
A study found that branded forms make people trust your company more. Meeting both emotional and practical needs helps people connect with your brand.
Tip: Use the same branding everywhere to make a strong impression and build trust.
Consent Controls
You need to set up consent controls to follow data laws. D365 Customer Insights gives you tools to manage consent:
Set up a preference center so users can manage their consent. This keeps your company safe and builds trust.
Note: Always check local laws to make sure your consent process is legal.
Automation
You can use automation to help leads and save time. D365 Customer Insights has strong automation tools:
You can track leads, score them, and move them through sales steps automatically. The system uses AI to make experiences personal in real time. Companies say they build campaigns faster and get better results with AI.
Track leads with automated workflows.
Score leads to know who to follow up with.
Help leads move through the sales funnel smoothly.
Use AI for real-time personalization and content.
Tip: Use automation and AI to get the most from the Power of Data and make your marketing stand out.
Advanced Enhancements
JavaScript API
You can do more with your marketing forms by using the JavaScript API in D365 Customer Insights. First, try the createForm function. This lets you show forms right away, so users do not have to wait. You can put forms in React apps with the d365mktforms.FormPlaceholder component. This helps you make fun and interactive forms. The API can fill in lookup fields when users type in search words. This makes your forms smarter and easier for people to use.
Tip: Use fast loading and auto-filled fields to make forms easy for your customers.
Show forms in the background so users do not wait.
Add forms to new web apps for a smooth process.
Make forms more fun by filling fields as users type.
Custom Events
You can set up custom events to watch what users do and start workflows. For example, you may want to know when someone sends a form or clicks a button. When you track these actions, you can send follow-up messages or special offers. Custom events help you learn what customers like and make your marketing better. You can use this information to make future campaigns more personal and get more people interested.
Note: Watching custom events gives you helpful data to make your marketing better.
Integrations
D365 Customer Insights forms work with many tools to help your marketing. You can put forms on other websites to get more leads. Form capture lets you connect forms from your content system, so you collect data from many places. Built-in marketing forms work on Power Apps portals, making it easy to run campaigns.
New AI features make these integrations even better. You get customer info right away in your daily work. The system adds more data and makes it easy to keep profiles up to date. AI helps you talk to customers in many ways and get better leads. These tools use the Power of Data and help you make better experiences.
See customer profiles right away to help you talk to them.
Use AI forms to help leads and make data more correct.
Make campaigns based on what customers did before.
Optimizing Data Usage
Data Quality
You need good data quality to get the best results from forms. When your data is high quality, you make better choices. This helps you reach your goals faster. Bad data can cause you to miss chances and lose money. Many companies lose a lot of money each year because of bad data.
To keep your data clean and helpful, do these things:
Clean your data often. Use tools like Power Automate to find and fix mistakes.
Make rules for how you use data. Pick someone to watch over data and set clear rules.
Use rules to check data. Make some fields required and check formats to stop errors.
Tip: Good data quality helps you trust your results and get better marketing.
Segmentation Tactics
Segmentation lets you put customers into groups and send them messages that fit. Using the Power of Data, you can make groups that help your marketing work better. Try these ways to segment in D365 Customer Insights:
Note: Use dynamic and AI-powered groups to keep your campaigns new and useful.
Performance Tracking
You need to watch how your forms do to keep getting better. Look at these important numbers:
Open Rate – Tells you how many people open your emails.
Email Engagement – Shows clicks and replies.
Click-Through Rate (CTR) – Tracks who clicks your links.
Conversion Rate – Counts how many people finish your goals.
Email Deliverability – Checks if your emails get to inboxes.
Watching these numbers helps you find problems early and change your plan. With real-time data, you can act fast and help customers more. D365 Customer Insights gives you tools to track these numbers and work well with your sales team.
Tip: Check your form numbers often. Use what you learn to make each campaign better than before.
You learned how to use the Power of Data with D365 Customer Insights forms. Companies bring data together and talk to customers right away. This helps them see everything clearly and make better choices. You can use journey splits, double opt-in, and segment data export to get better results. Stay ahead by using Microsoft Learn, watching webinars, and reading newsletters. Keep learning about new features and tips to make your marketing and customer experience even better.
FAQ
How do you create a new marketing form in D365 Customer Insights?
First, pick a template that fits your campaign. Add the fields you need for your data. Change the look and set up consent controls. Save your form and publish it to start getting leads.
What steps help you improve data quality in your forms?
Clean your data often to keep it correct. Make some fields required so you do not miss info. Set rules to check email and phone formats. Look over each form before using the data in campaigns.
Can you automate follow-up actions after someone submits a form?
Yes, you can use automation in D365 Customer Insights. Set up triggers to send emails or assign leads. You can also start journeys for new leads. Automation helps you reply fast and keeps leads interested.
How do you ensure your forms meet compliance standards?
Turn on consent controls for every form you make. Use single or double opt-in to get permission. Add a link to your privacy policy. Keep records of consent and update your process for local laws.
What is the best way to segment leads from form submissions?
Put leads into groups by age, actions, or predictions. Use segmentation tools in D365 Customer Insights. Make lists for each campaign you run. Change groups as you get new data for better results.