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Microsoft Dynamics 365 | Integration, Dataverse...
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Create records from Excel file to Dynamics 365 using MS-Flow, is possible?

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Posted on by 1,257

Hi Knowledgeable people!

Im thinking on create some records from excel file using MS-Flow, but i'm not sure about if it is possible to get dynamically its content...

The scenario is when a file is created in an specific sharepoint folder, run a flow that have to do the following, Read the file, get the rows, allows me to validate if for example the email address is on CRM as a contact, then create a new opportunity record and add that retrieved contact as opportunity contact... easy in the explanation, but im trying to do it on MS-Flow, but i'm not sure about how to get the rows/Columns to map the creation of the opportunity, as you will understand im getting the file dynamically, so i'm not getting the columns of the file, but im getting the table name...

any suggestion, guidance and friendly hand will be very appreciated.

Best regards.

  • Vile Andreas Rantala Profile Picture
    1,257 on at
    RE: Create records from Excel file to Dynamics 365 using MS-Flow, is possible?

    I cant use get rows, because is asking me for a Key Value, i defined a variable with the name of the column that i would use as Key (for example variable KeyColumn = ContactEmail), but its value works only when i use a manual input value like an email address, im not able to set something like if KeyColumn is not null then get rows...

    FlowToGetExcelData.png

    Here the getting rows loop

    FlowToGetExcelData_5F00_GetRows.png

    i cant or don't know how to tell it "hey go to the table and check if the KeyColumn is not null and get rows".

  • ba365guy Profile Picture
    2,948 on at
    RE: Create records from Excel file to Dynamics 365 using MS-Flow, is possible?
    1. What about Get Rows? Is it returning anything?
  • Vile Andreas Rantala Profile Picture
    1,257 on at
    RE: Create records from Excel file to Dynamics 365 using MS-Flow, is possible?

    Hi ba365guy! thanks for your comment.

    Look, im using it, but since it is a dynamic file it doesnt retrieves me the columns as i need, the get table retrieves me the json objects, but how should i get the columns from it?

  • Suggested answer
    ba365guy Profile Picture
    2,948 on at
    RE: Create records from Excel file to Dynamics 365 using MS-Flow, is possible?

    Use the following:

    "Get Rows" - Gives you Columns and Row ID

    "Tables" - Gives you table details

    pastedimage1576718225901v3.png

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