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

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Posted on by Miha Mocnik

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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

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Arpit Shrivastava 7,518 User Group Leader on at

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

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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Mahendar Pal 45,095 on at

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

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