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Hi, my old server has a feature to import excel file using custom javascript. It's a custom button that show a pop up dialog to upload the excel file. But the server is broken, and now is no longer operated. Sadly we can't get the script for those custom upload feature. And the developer has already gone for a long time.
So , now im looking a way to create custom upload using javascript. Kindly wait your help. Thanks
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I have the same question (0)Hi
You will have to first finalise what your import should do. Should it just create and update records in entities, then Out of the box import should work fine.
Please see the link below for more on out of th box import feature
[View:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/import-data-all-record-types:750:50]
But if your old script was doing some transformation/manipulation of data, you may end up doing custom code.
There are a few ways you could achieve this. normally when you upload a file and if it's stored in CRM, it is attached to a note.
You could write a plugin that triggers on Note creation, checks for particular attachment file name and type, parses that file, does all the transformation and then creates or updates records in CRM.
Let me know if you need more info or guidance on this.
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