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Could anyone please help me to understand how I can implement Data Import functionality in the Microsoft Dynamics CRM 365 Custom Portal?
My requirement is to provide a button on the form on the click of which a popup would open, from where the user can browse an excel or CSV file and click on submit. This would create Contact entity records in the D365 CRM.
See Arpit's suggestion in this thread:
If you create an entity form with the ability to attach a file, you can then use a plugin or workflow activity to parse the file and create the records.
You might also be able to accomplish this with SharePoint and Flow as well.
Were you able to find the solution to this. I am trying to implement the same functionality.
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