Excel Validation after upload from Dynamics Portal with MS FLow?

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Posted on by Dy365Fan

Hi all,

i search a way to validate an excel file after Portal User uploaded in dynamics portal. What is the best way to validate an excel file after upload? Is there a "easy"-way to make simple checks like "Cell A8 be no greater than 50" or the textvalue in Cell A1 must be "XYZ" etc. and give error massage back to the User. I know we can develop a plugin with the validation logic but maybe there is a simple way with ms flow? Can i read excel file with ms flow after a excel file is attached in dynamis forms, then read the rows and cells with MS FLow, and then make my check rules?

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Community Member Microsoft Employee on at

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RE: Excel Validation after upload from Dynamics Portal with MS FLow?

Hi Dy365Fan,

Yes, you can.

As you mentioned, “The Excel file will uploaded via the portal and stored as an attachment in notes”, which means that one note record with attachment has created.

You can set trigger with ‘When a record is created’ as following screenshot shown.

Then use ‘create file’ action to get the attachment.

And following video can help you a lot.

Excel Data Import in Dynamics 365 CRM Portals - YouTube

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Dy365Fan on at

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RE: Excel Validation after upload from Dynamics Portal with MS FLow?

Hi

Thanks, that will take me further. So I can test a few things without having to develop a plug-in in Dynamics. But then I still have a problem, how do I get the Excel file?
The Excel file will uploaded via the portal and stored as an attachment in notes, can I access it via MS Flow?
]
Community Member Microsoft Employee on at

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RE: Excel Validation after upload from Dynamics Portal with MS FLow?

Hi Dy365Fan,

In power automate, Excel Online (Business) is the necessary if you want to read excel data.

Excel Online (Business) - Connectors | Microsoft Docs

Many actions about it can read excel data in the flow:

List rows present in a table can list all rows data about the excel.

Get a Row: get one row data based on key column value.

Solved: Excel Read Cell Value and Send in Email - Power Platform Community (microsoft.com)

However, i f found that the flow could not fulfill all your requests, it can't get column name(A1), 'Get a Row' action can get a row based on unique id, then you can get one cell value based on column name in the row.

It's not dynamic in the full sense, because when you get the data from a table, he gets the cell data based on the column names of the excel, which means you have to create flow for each excel if you want to validate multiple excels.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.