web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Daily data import in d...
Customer experience | Sales, Customer Insights,...
Answered

Daily data import in dynamics

(0) ShareShare
ReportReport
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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
11manish Profile Picture

11manish 165

#2
ManoVerse Profile Picture

ManoVerse 161 Super User 2026 Season 1

#3
Zhilan Profile Picture

Zhilan 49

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans