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Customer experience | Sales, Customer Insights,...
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Marketing forms - Attachment / upload file and submit

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Posted on by 135

Is its possible to use a Dynamics Marketing form and have the user upload a file before submitting the form?

Example: Job applicants fill out a form with personal info and uploads their CV file before submitting.

If possible using Dynamics Marketing please explain how?

Thanks!

  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Marketing forms - Attachment / upload file and submit

    Hi Thomas,

    Marketing form is only used to collect text information of contacts.

    If you had a portal license, you can use entity form with notes/OneDrive/SharePoint enabled to allow contacts to upload and manage their files.

    However, contact needs to sign in portal to has the permission to upload attachments.

    (These uploaded files will display in timeline section of contact form.)

    Regards,

    Clofly

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