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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Portal – Option to imp...
Microsoft Dynamics CRM (Archived)

Portal – Option to import multiple records.

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Posted on by gman0104 815

Has anyone implemented functionality where portal users can upload a csv file in order to perform a data import to create multiple records?

Thanks G

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  • Prashee Profile Picture
    Prashee 20 on at
    RE: Portal – Option to import multiple records.

    Hi Pranav, I have a similar requirement. How did you go about this?

  • gman0104 Profile Picture
    gman0104 815 on at
    RE: Portal – Option to import multiple records.

    What this achieved by using azure storage

  • TomSmelser Profile Picture
    TomSmelser 1,570 on at
    RE: Portal – Option to import multiple records.

    This appears verified, but I just wanted to offer additional options.

    Saving the csv to and upload folder then adding a custom directory/file watcher to process the files. We have implemented a similar solution.  Another option is to use a product like Scribe which handles this nicely for you. Once you get your files to a storage location Scribe will pick up and process as needed. Good luck.

  • Verified answer
    Portalguy Profile Picture
    Portalguy 205 on at
    RE: Portal – Option to import multiple records.

    Hi Gman

    If you need to do this through portal now.   Your only option would be to use portal comments and server side code firing on creation of portal comment.

    On a very high level , process should be

    1. Portal user adds portal comment with requested exam qualification record as attachment

    2. Plugin fires on create of portal comment with regarding as contact which reads the excel template(csv)  attached with portal comment

    3. In Plugin logic , basically you need to do this  ( an equivalent of import data using map)

    msdn.microsoft.com/.../hh547396.aspx

  • gman0104 Profile Picture
    gman0104 815 on at
    RE: Portal – Option to import multiple records.

    The reason for this it to allow a contact to upload multiple Exam Qualifications records with the provided downloaded excel template

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Portal – Option to import multiple records.

    Unfortunately there is no OOB functionality to import data in portal yet. You can suggest this in D365 Ideas - ideas.dynamics.com/.../605c8912-8def-e511-80ba-00155d03a726

  • Suggested answer
    PranavShroti Profile Picture
    PranavShroti 4,510 on at
    RE: Portal – Option to import multiple records.

    Hi gman76, There is no OOB utility to do this in portal. However we have created a new ASP.Net project hosted with portal to achieve this functionality. Custom page uses server side script to connect to CRM and transfer data. Look and feel is exactly like portal page.

    It works like a charm.

    Regards

    Pranav

  • Portalguy Profile Picture
    Portalguy 205 on at
    RE: Portal – Option to import multiple records.

    This is not supported at the moment with current version of portal of doing data import through portal.  You can enable adding notes/attachments to an entity.  I would question why do you need this from portal.  

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