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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / External user (consume...
Customer experience | Sales, Customer Insights,...
Answered

External user (consumer) file upload on Marketing Form

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Posted on by Joakim Gunstad 50

Hi,

Currently, the Dynamics 365 Marketing Forms does not support file upload. I know that this feature was discontinued by MS before its release due to security concerns. 

Is there any workaround for supporting external to upload attachments to Marketing Forms? 

I know that you can enable notes, attachments, etc on entity forms within Dynamics, but I need external users to be able to upload attachments themselves. 

Is SharePoint integration the best approach here, or could this potentially be solved with a flow? 

Br,

Joakim

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  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,210 on at

    Hi Joakim,

    In Dynamics, notes and attachments need to be associated with existing contacts/leads/accounts, that's the reason why only logged in users are allowed to upload files via entity form, because they have matching records in system.

    As far as I know, entity form is still required even with SharePoint, because functionalities of marketing form are just front-end built: including form rendering and contacts interaction logging, they are all done by JavaScript.

    Therefore, the only workaround might be flow:

    At first, create a HTTP Request Trigger in flow to build your own files processing service endpoint.

    https://d365demystified.com/2020/07/29/accept-http-requests-in-a-flow-and-send-response-back-power-automate/

    Then in page where marketing form is embedded, read uploaded files via FileReader.readAsDataURL() method to extract file's data in base64 encoded string format and send data to the endpoint.

    https://developer.mozilla.org/en-US/docs/Web/API/FileReader/readAsDataURL

    Regards,

    Clofly

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