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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Dynamics Contacts
Microsoft Dynamics 365 | Integration, Dataverse...
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Dynamics Contacts

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Posted on by NateK 6

We will be using Dynamics 365 Enterprise for our sales CRM solution. However, we don't want to duplicate contact information that is shared with others outside of sales. Is there a way to display the contacts in SharePoint so they are easily accessible to all and also not duplicated? 

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  • AriaConsulting Profile Picture
    AriaConsulting 2 on at
    RE: Dynamics Contacts

    Yes, there is a way.  You can use a Power Automate flow that can be triggered on create/update of a record in the D365 dataverse table/entity for Contact and have that write to a List in SP.  Keep in mind though that if you want to keep it reasonably simple you would only be getting the data from the Contact table/entity.  If you want to also have data from related tables/entities (such as account, opportunity, cases, etc.) it will become very complicated very fast.

    So, to give the "consultant" answer: "it depends"

  • Verified answer
    Community Member Profile Picture
    Community Member on at
    RE: Dynamics Contacts

    Hi,

    As Lorne Rogers said, you can use the Power Automate flow to synchronize contact information to the SharePoint list. You can refer to the following flow:

    pastedimage1627461142509v1.jpeg

    Result:

    pastedimage1627461158211v2.jpeg

    After that, you need to disable the previous flow, and then use the following flow to prevent duplicate data import:

    pastedimage1627461175387v3.jpeg

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Frank Gong

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