Customer experience | Sales, Customer Insights,...

Can I automate data import to dynamics marketing using power automate?

(0) Share

Report

Posted on by NitishK

Hi all,

I'm looking to automate the import process. I have a need to import data into dynamics marketing regularly.

I was wondering if there is a way to use power automate to pick the excel files from one drive and create records in Marketing.

Without having the need to login to dynamics to manually import the data.

I couldn't create a flow as I didn't see dynamics marketing as a connector. Not sure if this is needs to be activated via a support ticket.

has anyone implemented this before?

Any help will be much appreciated.

thanks in advance

I have the same question (0)

All responses (6)

Answers (0)

Suggested answer

Leah Ju Microsoft Employee on at

Like (0)

Report

Hi NitishK,

Dynamics 365 apps such as Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 column Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation, use Microsoft Dataverse as the data source.

There are no connectors specifically for dynamic marketing, but you can use the Microsoft Dataverse connector, which Provides access to the org-based database on Microsoft Dataverse in current environment.

Your requirement--use power automate to pick the excel files from one drive and create records in Marketing:

If so, You can refer the following link, which provides detailed steps:

https://byrondittberner.com/blog/2022/04/30/how-to-use-power-automate-to-import-deduplicate-data-from-excel-online-to-the-dataverse/

Was this reply helpful? Yes No
NitishK 15 on at

Like (0)

Report

Hi Leah,

thanks for sending the link. This is perfect for my solution.

But my update a row function creates a new record every time there is an update to my excel records.

do you know why this happens?

Below is a screenshot for reference

Was this reply helpful? Yes No
Suggested answer

Leah Ju Microsoft Employee on at

Like (0)

Report

Hi NitishK,

I'm a little confused about this statement: But my update a row function creates a new record every time there is an update to my excel records.

Is it the data in the excel that creates the new record instead of updating records?

I noticed that the flow has two branches, there is one 'Add a row' action under the 'Yes' branch, Is that the reason?

Have you checked the run history of the flow, which can help you check which steps were run?

Select and open one history, you can check which step was run:

Was this reply helpful? Yes No
NitishK 15 on at

Like (0)

Report

Hi Leah,

I'm pushing records present in an excel file to dataverse.

To handle de-duplication, my conditional flow checks to see if the record from the excel file is already present in dataverse. If it is not present, a new record is created in the dataverse. If the record is present in dataverse, it goes down to update a row function where it checks to see if there is any update to the excel record, and updates the dataverse record too.

I checked history of the flow and the records are flowing correctly. Update a row function performs an insert action (creates a new record) when it can't find a matching record. I'm trying to understand why it is unable to identify the matching record.

thanks,

Nitish

Was this reply helpful? Yes No
Elly Walker 119 on at

Like (0)

Report

You can automate data import in D365 using Skyvia. It is a no-code data integration platform. It is a freemium product.

Was this reply helpful? Yes No
Dhalia 14 on at

Like (0)

Report

Set up a trigger in Power Automate to detect when a new file is added to the designated folder in OneDrive. You can use the "When a file is created" trigger for this. Use an action in Power Automate to read the data from the Excel file. You can use the "Excel Online (Business)" connector and select the appropriate action to retrieve the data from the Excel file. Once you have the data, you'll need to create records in Dynamics Marketing. Since there is no direct connector available, you'll need to explore alternative methods. One option is to use the Dynamics 365 Customer Engagement connector, which provides access to the Common Data Service (CDS). You can create a custom entity in CDS to store the imported data, and then use the "Create a new record" action to populate the entity with the data from the Excel file.

Was this reply helpful? Yes No