Process to send Excel sheets from SharePoint to D365 Customer Service Hub as entities

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Posted on 5 Jun 2021 19:33:04 by NaCarns

Hi all.

I have a Power Automate process that uses an action (create or update file in SharePoint folder) as a trigger. I want the sheets of the Excel files uploaded to the folder to be sent to Dynamics 365 (preferably Customer Service Hub) and stored as new entities or added to pre-existing ones. Would a Dataverse connector be able to achieve that? In the step, I chose the connector; what option would exactly send the data to D365? Do I need an additional step as well?

Thank you.

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Kenneth Ariel Chave... on 06 Jun 2021 at 18:24:38

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RE: Process to send Excel sheets from SharePoint to D365 Customer Service Hub as entities

Hi NaCarns, I hope you are doing good.

As Sharepoint is a native connection, you can easily integrate them.

I found this step by step that seems awesome and extremely helpful for you How to Setup Dynamics 365 integration with SharePoint - CRMSoftwareBlog

I hope will be useful for you.

If this was what you were looking for, please check it as verified to help others finding valuable information.

Welcome to this amazing community.