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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to import Excel fi...
Microsoft Dynamics CRM (Archived)

How to import Excel file using Custom action

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Posted on by dkrishna 483

Hello,

I want create records in multiple entities by reading through excel sheet . Can we achieve this by creating custom work flow and action . Please suggest how to read excel data to action and custom workflow.

Thanks,

Krishna Prasad.

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  • Suggested answer
    Ammar Zaied Profile Picture
    Ammar Zaied 1,670 on at

    you must develop your plugin.

  • Suggested answer
    Pawar Pravin Profile Picture
    Pawar Pravin 5,237 on at

    Hi Krishna Prasad,

    Do you want to read data from excel file and import on regular basis ? If that is the case you can create SSIS package or else use plugin.

    If it's one time approach then create console application, read file and create record using Iorganization service.

  • dkrishna Profile Picture
    dkrishna 483 on at

    In Excel there will be entity name and specific columns will be mentioned based on that i need to records in multiple entities and need to handle some custom logic while creating records . For this i need to add button on form and show dialog window to select file .For this we achive by attach excel file to some entity and trigger custom workflow amd read data in customflow of that attachment?

  • Suggested answer
    Ammar Zaied Profile Picture
    Ammar Zaied 1,670 on at

    exactly, you need to develop your plugin.

  • dkrishna Profile Picture
    dkrishna 483 on at

    Not plugin i need to implement in custom workflow as there can be many records while creatinv records. Is there any sample code for excel data ?

  • Suggested answer
    Ammar Zaied Profile Picture
    Ammar Zaied 1,670 on at

    plugin or custom workflow, you need server side development to customize the data import (read all data of excel file).

    Check the links please:

    Create Dynamics 365 Records from an Excel using Microsoft Flow

    Excel file using OpenXML in Dynamics 365 Plugin (how to create excel file via plugin in D365, you can customize)

    Create data maps for import

  • dkrishna Profile Picture
    dkrishna 483 on at

    I was able to create contact records from Excel but when trying to link account record to contact record getting error .To update contact iam mapping company name with account id primary key but this is causing problem as company name is lookup field .please suggest how to map company name lookup field in update record action.

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