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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Move Notes (annotation...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Move Notes (annotation) excel file data to an Entity

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Posted on by Kavish vaidya

I have an entity with an availability to attach files to it.

The ask is for bulk update. so whenever bulk records are there we will accept the excel file with data which will get saved to note entity. We have to move the data from the excel file to the entity. I am using flows but am not able to download the file that is saved in note entity. I am getting some weird format

pastedimage1640262353351v2.png

pastedimage1640262257007v1.png 

Do i need to convert the data or something?

Currently i am using flow to create a file in onedrive. Is there any direct way to move the data?

Thanks

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  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,758 on at

    Hi Kavish vaidya ,

    When you download any file from a source in microsoft power automate, you will get a binary or encoded string. (Later this string can be used to convert this the file type of pdf, excel etc by converting it to base64 format)

    if I understand your requirement currently, you want to be able to read the data from excel you downloaded and create the records using that data in dynamics?

    if I am correct, I would recommend you move this file first to sharepoint or one drive and from there you can read rows using the excel connector and perform actions.

    to save this one drive or sharepoint, see below :powerusers.microsoft.com/.../444658

  • Kavish vaidya Profile Picture
    Kavish vaidya on at

    Hello,

    Thanks For reply.

    I am still facing issue while converting base64. there is a popup which says the expression is invalid when i add document to the base64 method

    Is there something i am doing wrong?

    Thanks

    Kavish

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