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Data Import to Update a specific field

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Posted on by Sanjiv Kumar

Hello,

We have a requirement, where we would like the data import on the CRM system to update the value of a specific field with a record. Is this possible without any manual intervention/work ?

Kind Regards

Sanjiv Kumar

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Bipin D365 28,961 Moderator on at

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RE: Data Import to Update a specific field

Hi,

Excel Online connector for power automate has action List Rows present in table can read rows from excel file.

docs.microsoft.com/.../

I am not sure about csv file.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/
Sanjiv Kumar 70 on at

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RE: Data Import to Update a specific field

Hi Bipin,

Thank you for the information provided.

Can this apply to .CSV or .XLS uploads please ?

Kind Regards

Sanjiv Kumar
Suggested answer

Bipin D365 28,961 Moderator on at

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RE: Data Import to Update a specific field

Hello,

You can use scheduled Power automate flow to read file from onedrive/sharepoint and update record in Dynamics CRM.

docs.microsoft.com/.../run-scheduled-tasks

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/