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Is anyone tried to create MS Dynamics record (including all data types) using excel file which is on OneDrive or sharepoint ?
Please share reference links if anyone knows.
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Hi,
Is anyone tried to create MS Dynamics record (including all data types) using excel file which is on OneDrive or sharepoint ?
Please share reference links if anyone knows.
"Now concern is how I can add all guid's while creating new crm record"
While adding/updating accounts in CRM, no need to worry as guid are managed by dynamics itself.
If your concern is to update your excel sheet with the guids, then I think you can use action to update excel rows.
Hi Mohsin,
Thanks for the reply.
The problem is that I have excel sheet uploaded on onedrive and all the data is in text format. For example, I have company name but not a GUID of account. So I have added fetchxml query to retrieve the GUID's of all accounts mentioned in excel sheet.
Now concern is how I can add all guid's while creating new crm record ?
Hello,
Please look at below post where I have uploaded a flow which creates record in CRM from excel uploaded on onedrive/sharepoint.
powerusers.microsoft.com/.../1405112
Please mark my answer verified if this is helpful!
Regards,
Bipin Kumar
Follow my Blog: xrmdynamicscrm.wordpress.com/
So for example, if you want to create Account records in Dynamics. Then make sure you are able to access Excel file from oneDrive. If answer is yes then use action in dataverse of 'Add a Row', there you have to select your table like Accounts and then map the fields from Excel online to Account table.
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