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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Weekly copy contacts /...
Customer experience | Sales, Customer Insights,...
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Weekly copy contacts / accounts from Dynamics 365 to Salesforce using Power Automate

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Posted on by Jason Yeung 6

Hi all,

I'm currently working on a Flow in Power Automate which exports data (specifically accounts and contacts) from Dynamics 365 to Salesforce. When I looked through the templates, there is one named "Weekly copy contacts from Salesforce to Dynamics 365". This is similar to what I need, but it goes the other way. I was wondering is there a template which copies data from Dynamics 365 to Salesforce?

Sincerely,

Jason

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  • Verified answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,321 on at
    RE: Weekly copy contacts / accounts from Dynamics 365 to Salesforce using Power Automate

    Hi,

    Thank you for your query.

    I believe you can do this, Salesforce Connector supports "Create a record" action:

    pastedimage1612343844687v1.png

    I do not have access to a Salesforce environment to test, but here is the outline:

    • Trigger it either on record creation or weekly:
      • Record Creation: On CDS "When a record is Created" (select Contact from the tables list).
      • Schedule: Use CDS "List Rows" action to list contacts created within last 7 Days or use a flag to identify delta (newly created records).
    • Add Salesforce "Create Record action" (or use this in for each section if you are listing multiple contacts).
    • Do the field mapping for Salesforce Create Record.
    • Optional: Add CDS Update a record action to mark a flag in contact table to identify it is synced.

    Let us know, if you face any problems.

  • Suggested answer
    Jason Yeung Profile Picture
    Jason Yeung 6 on at
    RE: Weekly copy contacts / accounts from Dynamics 365 to Salesforce using Power Automate

    Hi,

    Thanks for your help. I was able to setup the flow to insert into Salesforce.

    Sincerely,

    Jason

  • Wahaj Rashid Profile Picture
    Wahaj Rashid 11,321 on at
    RE: Weekly copy contacts / accounts from Dynamics 365 to Salesforce using Power Automate

    Great!

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