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Microsoft Dynamics CRM (Archived)

Portals: Is it possible to allow certain users to import from the Excel file?

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Posted on by 290

Hi Guys,

do you have any idea if this could be supported? E.g. if we allow dealers to upload the data instead that they send emails to CRM user who import it later on..

BR;

Miha

*This post is locked for comments

  • Suggested answer
    Mahendar Pal Profile Picture
    45,095 on at

    Hi,

    There is no direct options but you can look for the workaround by using custom code to read import files through notes. You can see some discussed here: community.dynamics.com/.../246471

  • Suggested answer
    Arpit Shrivastava Profile Picture
    7,518 User Group Leader on at

    Hi Miha,

    You can use Attach Files feature of Entity form.

    (Check here -https://nishantrana.me/2017/02/15/add-attach-file-additional-settings-in-entity-form-in-portal-in-dynamics-365/).

    And in CRM extract/read the file from Note Attachment, using either Async Plugin/Workflow and create the records in CRM.

    Sample code to read Note's attached file content:

    string fileName = (string)annotationFRI.Attributes["filename"];     
    string noteText = (string)annotationFRI.Attributes["notetext"];
    string documentBody = (string)annotationFRI.Attributes["documentbody"];
    byte[] fileContent = Convert.FromBase64String(documentBody);

    Can refer following article also-

    https://parthimscrm.wordpress.com/2013/10/28/read-annotation-file-contents-crm-2011-c/

    https://msdn.microsoft.com/en-us/library/gg328429.aspx


    If found useful, please mark the answer as verified.


    Cheers
    Arpit
    https://arpitmscrmhunt.blogspot.com

     

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