cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Highlighted
ezequiel
Level: Powered On

Compare data in Excel

Hi,

 

I have a file in Excel with about 300 employees that contains Position ID, Name, Role and location that is refreshed daily. The master information is on Dynamics 365. Is it possible with Flow to identify what changed if someone makes a change in Dynamics (Name or Role) for a giving Position Id. The comparission would be based on the Position Id. Ideally once the comparission is done, I'll get an email with the old and the new value. I can use the "When a Record is created or updated" in Dynamics to get the change but then I don't know how to compare the record with the one in Excel. Any idea?

 

Thanks!

 

Ezequiel 

2 REPLIES 2
Super User
Super User

Re: Compare data in Excel

Yes, this is possible but it is not recommended to use Excel due to it's severe issues and limitations, mainly file lockouts of 6-12 minutes or more. I'd strongly recommend utilizing a SharePoint List instead, if possible. If you need the output to be an Excel file, you could add a step to the Flow that generates an Excel file after the SharePoint list has been updated with the changes from Dynamics.

The basic architecture of the Flow would be utilizing a condition to your Flow, that is triggered when a Dynamics record is updated. Example of the basic logic (not actual logic): If the column Status is = to True, then update the Spreadsheet to reflect the change.

Here's documentation and links directly related to those actions: 

And here are links on how to get started: 

If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up. THANKS!

ezequiel
Level: Powered On

Re: Compare data in Excel

Thanks for the answer. How could I do the comparission between the original file (in Sharepoint or Excel) to the updated record in Dynamics using this unique file that identifies the record?

 

Ezequiel

Helpful resources

Announcements
firstImage

Microsoft Business Applications Virtual Launch Event

Join us for an in-depth look at the new innovations across Dynamics 365 and the Microsoft Power Platform.

firstImage

Watch Sessions On Demand!

Continue your learning in our online communities.

Power Platform 2019 Release Wave 2 Plan

Power Platform 2019 Release Wave 2 Plan

Features releasing from October 2019 through March 2020

thirdimage

Flow Community User Group Member Badge

Fill out a quick form to claim your user group badge now!

fifthimage

Microsoft Learn

Learn how to build the business apps that you need

sixthImage

Power Platform World Tour

Find out where you can attend!

seventhimage

Webinars & Video Gallery

Watch & learn from the Flow Community Video Gallery!

Top Kudoed Authors
Users Online
Currently online: 116 members 3,838 guests
Please welcome our newest community members: