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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Import data in CRM fro...
Microsoft Dynamics CRM (Archived)

Import data in CRM from the Custom Portal

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Posted on by Inkey Solutions 2,116

Hello,

Could anyone please help me to understand how I can implement Data Import functionality in the Microsoft Dynamics CRM 365 Custom Portal?

My requirement is to provide a button on the form on the click of which a popup would open, from where the user can browse an excel or CSV file and click on submit. This would create Contact entity records in the D365 CRM.

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  • Suggested answer
    Kalpavruksh D365 CoE Profile Picture
    Kalpavruksh D365 CoE 2,545 on at
    Hi,
  • Suggested answer
    Nicholas Hayduk Profile Picture
    Nicholas Hayduk 2,863 on at

    See Arpit's suggestion in this thread:

    community.dynamics.com/.../dynamics-365-portal-data-import

    If you create an entity form with the ability to attach a file, you can then use a plugin or workflow activity to parse the file and create the records.

    You might also be able to accomplish this with SharePoint and Flow as well.

    Nick

  • Aaliya Profile Picture
    Aaliya 10 on at

    Hey,

    Were you able to find the solution to this. I am trying to implement the same functionality.

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