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Microsoft Dynamics CRM (Archived)

Data Import within D365 Partner Portal

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Has anyone Implemented a Solution whereby through Partner Portal, a User uploads a .CSV File and this is imported as records into a Custom Entity. This Custom Entity is an intersection between Account and Contact, captures work done by a Contact against an Account. 

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    Nicholas Hayduk Profile Picture
    2,863 on at

    Hi Prashee,

    We've done things like that before, but they require a "Companion App", which is a web service hosted somewhere else (Azure, on-premise) that you pass the file to and using the CRM SDK it creates the records.

    colinvermander.com/portal-companion-app

    Since your options for creating data are restricted to Entity Forms and Web Forms, a companion app is the preferred approach.

    [EDIT] I see there is also this thread, which you've looked at as well, which has an interesting alternative by uploading files as notes:

    https://community.dynamics.com/crm/f/117/t/246471

    Nick

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