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Session Id : kVMetzBwTqSpSc4r3pOEks
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Can I automate data im...
Customer experience | Sales, Customer Insights,...
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Can I automate data import to dynamics marketing using power automate?

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Posted on 18 Oct 2022 23:46:43 by NitishK 15

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

  • Dhalia Profile Picture
    Dhalia 14 on 29 Jun 2023 at 13:16:32
    Can I automate data import to dynamics marketing using power automate?
    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.
  • Elly Walker Profile Picture
    Elly Walker 117 on 31 May 2023 at 10:12:12
    RE: Can I automate data import to dynamics marketing using power automate?

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

  • NitishK Profile Picture
    NitishK 15 on 23 Oct 2022 at 22:53:25
    RE: Can I automate data import to dynamics marketing using power automate?

    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

  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on 21 Oct 2022 at 05:33:24
    RE: Can I automate data import to dynamics marketing using power automate?

    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?

    pastedimage1666330070335v1.png

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

    pastedimage1666330311141v2.png

  • NitishK Profile Picture
    NitishK 15 on 21 Oct 2022 at 03:01:03
    RE: Can I automate data import to dynamics marketing using power automate?

    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

    pastedimage1666321167331v1.png

  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on 20 Oct 2022 at 06:33:07
    RE: Can I automate data import to dynamics marketing using power automate?

    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/ 

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