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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Marketing Form which a...
Customer experience | Sales, Customer Insights,...
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Marketing Form which allows you to upload a file

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Posted on by Zeee 10

Hi Team,

We have a scenario where we want to allow users on our website to submit a case. The form can be created as a marketing form however we are struggling to add attachment or provide a way to upload a file when submitting a case. 

Does anyone if it's possible to do via marketing form in dynamics365? or any other method? using Power automate etc?

Thanks

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  • Suggested answer
    Nya Profile Picture
    Nya 29,060 on at

    Hi,

    Fields included in marketing form are set up in Dynamics 365 Marketing as marketing form fields, which can be mapped to Contact or Lead entity.

    It means that the marketing form can only create or update the record of Contact or Lead entity. However, there is a many-to-one relationship between Case entity and Contact entity. And most importantly, the marketing form does not support attachment submissions. So it is not recommended to submit a case with marketing form.

     

    If you’d like to let users submit a case with attachment, the most recommended way is to submit through the Customer Self-service Portal.

     

    Here is a documentation about how to manage cases in portal:

    Manage cases in portals - Power Apps | Microsoft Docs

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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