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10Hi There,
I have received an interesting request from one of our Sales managers that I have been trying to figure out but can't find a solution that addresses his all of his requests.
Right now, his team has to record their Leads in two places. They have to fill out a new row on a big spreadsheet (saved on Sharepoint) first, then go into Dynamics and re-add the same information there. The manager would like his team to be able to add the information into the Spreadsheet, and have an Power Flow automation that creates the new Lead(s) in Dynamics. I have been able to work through this part with little issue, but the next part of his request is where I am running into issues.
He also wants his team to be able to go into the spreadsheet and make changes to existing Leads and have those carry over to Dynamics as well. The problem I am running into is correctly "getting" the rows that are edited in Power Automate because I need to have some kind of identifier. My idea was to have a column that his team members would "mark" if they changed a value in that row, then the Flow would know which row to get, but the manager didn't want to add that step (his team is old and no the best with computers, so he wants to avoid changing procedures. Just wants to remove them.
So that is where I am stuck. If there's anyway I could setup the spreadsheet to automatically change a value in a row's cell if that row has changes, that would work well. But I also need something like that to work in the Excel Web App.
Let me know if you would like any more information or if you have any questions!
Thanks,
Steven
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