Dynamics 365 Marketing Forms File Upload Field

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Posted on by Cemal Tevrizci

Our client will start using Dynamics 365 Marketing Application and they want to utilize marketing forms. They want to have file upload fields within these forms. I think it's not possible out of the box but wanted to check if there is a workaround?

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PranavShroti 4,510 on at

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RE: Dynamics 365 Marketing Forms File Upload Field

please describe the scenario bit better, you want to upload files with particular record ?

Two options I can think of are:

1. Upload a file as attachment in notes.

2. Create a new HTML5 control which will give users a better interface to upload file .. be it as a new web resource or attachment in notes.

Regards,

Pranav

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Cemal Tevrizci 40 on at

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RE: Dynamics 365 Marketing Forms File Upload Field

Thanks for the response Pranav,

Requirement is not for CRM users. The client wants their customers to submit forms and attach files at the same time by using Marketing Forms. As an example Client will create a marketing form and embed this into their webpage. Page visitors will populate this form and attach relevant documents and then submit the form.

Existing functionality allows creation of forms and embedding into external web pages but I couldn't find a way to create a file upload field. So I wanted to see if there is a workaround for that.

Regards

Cemal

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Adrian Begovich 1,027 Moderator on at

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RE: Dynamics 365 Marketing Forms File Upload Field

Hi Cemal Tvrizci,

Microsoft intended to introduce in this feature in Dynamics Marketing, which preceded Dynamics 365 for Marketing, but the feature was removed in a partially implemented state due to security concerns. This feature is not available out of the box in Dynamics Marketing or Dynamics 365 for Marketing.

Integrating Dynamics 365 for Marketing with SharePoint might be a good alternative solution.

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Reneilene Gacusan 37 on at

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RE: Dynamics 365 Marketing Forms File Upload Field

Hi!

We have the same requirements internally, is this doable now?

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Davey 115 on at

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RE: Dynamics 365 Marketing Forms File Upload Field

There is also a requirement for me to do this.

Is this even possible with Dynamics Marketing, Marketing form as we only have access to html editor?

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Community member 2 on at

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Dynamics 365 Marketing Forms File Upload Field

Hi all! I have a similar need and was wondering if this is an option on Dynamics now. Thanks!

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