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Microsoft Dynamics 365 | Integration, Dataverse...
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Inserting New Records

Posted on by Microsoft Employee

I am trying to migrate agreements (contracts) from a sql server database into crm (msp_contract) using Power Automate.  The issue I'm having is that if the agreement already exist, I want to update the agreement and if it doesn't, I want to insert the record(s).  The update works great, however, the insert will insert all columns except the agreement id (msp_name).  The msp_name field appears to be autogenerated via an api and I can't figure out how to get around this.  I have even disabled CRM2015_Plugin.AutoNumber [via Plug-in Assemblies] but that did nothing.  Any ideas?

  • LuHao Profile Picture
    LuHao 40,872 on at
    RE: Inserting New Records

    Hi SirCharles,

    You can insert agreements before updating agreement id (msp_name).

    So in the power automate, first insert agreements from a sql server database, then add a step "Update a row" to update the agreement id (msp_name) of the created agreements.

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