web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Weekly copy contacts /...
Customer experience | Sales, Customer Insights,...
Answered

Weekly copy contacts / accounts from Dynamics 365 to Salesforce using Power Automate

(0) ShareShare
ReportReport
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

I have the same question (0)
  • Verified answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,321 on at

    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

    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

    Great!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 96 Super User 2025 Season 2

#2
Jimmy Passeti Profile Picture

Jimmy Passeti 50 Most Valuable Professional

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 49 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans