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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Daily data import in d...
Customer experience | Sales, Customer Insights,...
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Daily data import in dynamics

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Posted on by PS10 8

Hi, 

We have a requirement where  we will be receiving clients logging details from our portal in a file and we look to import this data on a daily basis in our on-premise d365 solution. Format of the file is unknown at the moment but could be a .csv 

Is there a way to automate this process of importing data on a daily basis. Is there any limitations to the file type, any pros and cons to this approach.

Any ideas or suggestions will be helpful. 

Thanks,

PS

I have the same question (0)
  • Verified answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,323 on at

    Hi,

    There is no way to schedule Data Import in Dynamics 365 (using built-in Import feature).

    I would suggest the following:

    • Microsoft Flow: create a flow that triggers daily and reads the CSV file from FTP/SFTP and uses the Common Data Service connector to create (import) data in D365.
    • Integration Tools: you can use a tool like SSIS with KingswaySoft connector or Tibco Scribe to read the file from a folder (or FTP) daily and load it in CRM (not free).

    https://www.kingswaysoft.com/

    https://www.tibco.com/solutions/microsoft-dynamics-365-integration

    When using the above tools (including flow), there are no limitations on file type, it could be a CSV, TSV, Excel, JSON, etc. However, CSV is preferred and easier to parse/handle.

    Let me know if you need further information.

    Best,

    Wahaj

    (if it helps, make it verified)

  • Verified answer
    protc Profile Picture
    protc Microsoft Employee on at

    HI,

    Thank you for the query.

    You can use Power Automate to automate this process, you would need a Data Connector to connect to your D365 On premise instance and an Excel connector or any other supported connection based on the Format, on Power Automate to trigger the Flow on a Daily Schedule,

    preview.flow.microsoft.com/.../

    docs.microsoft.com/.../run-scheduled-tasks

    docs.microsoft.com/.../gateway-reference

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