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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / IS there any way to au...
Finance | Project Operations, Human Resources, ...
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IS there any way to automate data entry?

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Posted on by rgouette 145

Hi, I'm curious if there is anyone automating the entry of data into form fields..?

Example: making entries into the "Priority mapping"   form, in System administration>Setup>Setup

I considered trying sendkeys using a 3rd party utility, but that's always a dicey maneuver...

Kind thanks,

Rich

I have the same question (0)
  • Brittany Burke Profile Picture
    Brittany Burke on at

    Hi Rich.

    The answer here depends on what type of data you are looking to automate entry of. can you provide a little more information?

  • rgouette Profile Picture
    rgouette 145 on at

    Actually, the scenario above is what I'm after.

    I'd like to be able to add records en masse (e.g. from excel etc)to:

    pastedimage1669228683858v1.png

    Thanks,

    R

  • Suggested answer
    Brittany Burke Profile Picture
    Brittany Burke on at

    Hi Rich.

    If you already have the data you need in excel, you can simply copy and paste into the record that already exists and it will then allow you to save the changes with all the new rows.

    One of my colleagues wrote a blog and recorded a video that explains this process.

    caf2code.com/.../

    Please let me know if this helps you!

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