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Customer Service forum

Custom Excel Import - custom API

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Posted on by 180

Hello,

we are trying to import an excel data from external system into dynamics crm using a custom button "Import external data" on a custom entity form. out of box excel import won't work for us. Also, we have explored the option of custom button invoking a plugin where a global action can pass the excel data to plugin but here we ran into issue with third party DLLs for excel and plugin registration. ILMerge is not recommended as well. So, only option we are trying is, create a custom API so that action can call the custom API and pass the excel data. please throw some details on this custom API approach. Ideas, pointers, existing posts would really help. Thanks!

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  • Suggested answer
    Adrian Begovich Profile Picture
    1,032 Moderator on at

    Hi CRMISKEY,

    An SQL Server Integration Services (SSIS) package can extract data from your external system and import it into Dynamics CRM. A custom button called "Import external data" can be created using the Ribbon Workbench for Dynamics 365 & Dynamics CRM. Start the SSIS package when the custom button is clicked.

  • LeoAlt Profile Picture
    16,341 Moderator on at

    Hi partner,

    You could refer to this thought.

    1. Develop a web api to import data from external system to D365 with D365 SDK. About how to create data into D365, you could use Web api provided by D365.

    https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/webapi/create-entity-web-api

    https://docs.microsoft.com/en-gb/powerapps/developer/model-driven-apps/clientapi/reference/Xrm-WebApi/createRecord

    2. Create a custom button in D365 form with RibbonWorkBench.

    3. Use js code to call the web api and add the js function into the custom button.

    Hope it helps.

    Best Regards,

    Leo

  • CRMISKEY Profile Picture
    180 on at

    thanks for the responses. Actually, i need to do some data transformation before creating or updating a record so i am thinking of a custom service. please provide some pointers on custom service and best practices. thanks!

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