Setting up Dynamics 365 Form Capture

Setup Azure Application#

1. Go to Azure App Registrations
   https://portal.azure.com/#view/Microsoft_AAD_RegisteredApps/ApplicationsListBlade

2. Click New Registration.

3. Enter the following details:

   • Name: DOWO D365 Gravity Forms (Optional: Site Name)
   • Supported Account Types: Single tenant
   • Redirect URI: Leave blank

4. Click Register.

5. Copy the Application (Client) ID – this is your Client ID.

6. Go to Certificates & Secrets → New Client Secret.

7. Add a description and expiry (730 days recommended), then click Add.

8. Copy the secret value – this is your Client Secret.

9. Go to API Permissions → Add a Permission.

10. Choose Dynamics CRM.

11. Select Application Permissions.

12. Add user_impersonation.

13. Click Add Permissions.

14. Click Grant Admin Consent to activate the permission.

Configure Dynamics#

1. Go to Power Platform Admin Centre
   https://admin.powerplatform.microsoft.com/

2. Navigate to:
   Manage → Environments → Settings → Users & Permissions → Application Users

3. Click New App User.

4. Click Add an App and select the application created earlier. Ensure the App ID is correct.

5. Select the appropriate Dynamics 365 Organisation.

6. Assign the System Administrator role.

7. Click Add.

8. Open your Dynamics 365 instance (for example: https://dowouk.crm11.dynamics.com/).

9. Go to Settings.

10. Navigate to:
    Settings → Feature Switches → Forms

11. Enable Form Capture.

    

12. Click Save.

Note: Skipping steps 1-7 causes Test Connection to fail with 0x80072560 The user is not a member of the organization. Skipping steps 8-12 causes it to fail with HTTP 404 ... 0x80060888 Resource not found for the segment 'msdynmkt_marketingforms'.

Prerequisite: Form capture requires the DynamicsMKT_Forms solution version 1.1.35355 or higher. Newly provisioned and trial environments do not always have the latest version, so update Customer Insights - Journeys before enabling the switch. If the Form capture toggle is missing from Feature Switches, an out-of-date solution may be why.

Reference: Enable form capture feature switch

Configure Domain for Form Capture#

1. Navigate to:
   Email Marketing → Domains

2. Click New.

3. Add the website domain hosting the form and enable:

   • External Form Hosting
   • Form Prefill
   • Real-time Journeys

4. Click Add.

5. Add the provided TXT validation record to the domain's DNS.

6. Click Verify.

Required, not optional: the domain hosting the Gravity Form must be enabled for external form hosting, or submissions are rejected by CORS and never captured.

Reference: Domain authentication

Reference#

• Capture forms in Customer Insights - Journeys - the official form capture documentation this plugin implements.
• Enable form capture feature switch
• Embedding the capture script and mapping definition
• Domain authentication