
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
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.
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