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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.
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.
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