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Automate Excel file Import to D365

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Posted on by BarryJ1977

Hi,

Not sure if this is possible, however if it is, can someone point me in the right direction ?

I want to generate a power automate flow or power app so it will automatically import an Excel file from SharePoint to D365 (finance and operations). Can this be done ?

Thanks

Barry

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AnithaEswaran 2,032 on at

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Hi,

There are connectors in the powerapps to import the file from sharepoint. you can also choose the events to trigger the import like when the file is added in a folder or file modified ...

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Sumit Loya 2,230 on at

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Hi Barry,

If you use a Data Entity to import data from Excel, you can setup a recurring integration job in D365FO. Using that API URL, you can use power automate to get the excel file from Sharepoint and submit that to the recurring integration API for import.

Check this link for more details:

docs.microsoft.com/.../recurring-integrations

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André Arnaud de Cal... 301,130 Super User 2025 Season 2 on at

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HI Barry,

It can be done with Power Automate. Can you elaborate on the process? Is a recurrence required or will it be manually started? Do you have different file names per occurence?

I created a demo which you can also download how to import purchase orders and purchase order lines: Let your Operations Flow - Excel to Purchase orders Example - Dynamicspedia

The demo requires a manual start, but depending on your requirement, you can automate it.

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BarryJ1977 5 on at

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Hi,

Thanks for this, do you have the power automate steps to submit to the API ?

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BarryJ1977 5 on at

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Hi Andre,

Thanks for this link,

I have created a template import file which will be updated by *a user and then saved to a static Sharepoint site. I'm wanting D365 Fin and Ops to then schedule an import job to pick this file up and import to update records in the "Sales Order charges V2" entity.

Hope this helps :)

Barry

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André Arnaud de Cal... 301,130 Super User 2025 Season 2 on at

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Hi Barry,

Instead of having F&O scheduling the import job, you can use Power Automate and create a recurring flow. The trigger is then managed within Power Automate.

If you want to manage it from withing F&O, you need to use business events with Power Automate as endpoint.

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Sumit Loya 2,230 on at

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Hi Barry,

You can have a look at following link to see how you can setup the Recurring integration batch job.

docs.microsoft.com/.../recurring-integrations

This will create a recurring batch job, you can note down the ID of the batch job that can be used later in the Power Automate to use the Enqueue API to submit file to the job.

In Power Automate use HTTP connector to submit the file as shown in sample screen shot below:

URI: Should be Enqueue API/<RecurringJob GUID>/<Entity label> ex: https://usncax1aos.cloud.onebox.dynamics.com/api/connector/enqueue/{773BCFA5-9466-428B-8952-73128042FB0E}?entity=Bank%20statements

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JaySub 25 on at

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Hello,

I have exact requirement to import file using power automate, I tried this using HTTP connector but keep getting HTTP status code 302. Anyone experience this?

Thanks - Jay

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