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Customer Insights - Journeys forum

Dynamics 365 Marketing Forms File Upload Field

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Posted on by 40
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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  • Suggested answer
    PranavShroti Profile Picture
    4,510 on at
    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

    If found useful, please mark the answer as verified

  • Cemal Tevrizci Profile Picture
    40 on at
    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

  • Suggested answer
    Adrian Begovich Profile Picture
    1,027 Moderator on at
    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.

  • Reneilene Gacusan Profile Picture
    37 on at
    RE: Dynamics 365 Marketing Forms File Upload Field

    Hi! 


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

  • Davey Profile Picture
    115 on at
    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?

  • Community member Profile Picture
    2 on at
    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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