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gavibe
Level: Powered On

Excel to Dynamics 365 LookUps

I am trying to create a flow that will create a contact and also either add a new account if it does not already exist or 'lookup' the account value and attach to the contact record. Have been looking for a solution but can't find any in forums. I am new to Power Automate - can anybody either aid with a solution or direct me to a good resource.

 

Many thanks

4 REPLIES 4
Community Support Team
Community Support Team

Re: Excel to Dynamics 365 LookUps

Hi @gavibe,

 

Where are these contacts store in? Is it a custom entity of Dynamic 365?

If you can give more detail about your requirements, it will better for us to assist.

 

Best Regards,
Community Support Team _ Lin Tu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

gavibe
Level: Powered On

Re: Excel to Dynamics 365 LookUps

Hi, Apologies.

 

My data is coming from simple excel online spreadsheet:

 

First Name | Last Name | Email | Account

 

I have managed to get the flow working to import the first three columns, but it is the Account lookup I am struggling with.

 

Thank you

Community Support Team
Community Support Team

Re: Excel to Dynamics 365 LookUps

Hi @gavibe,

 

You can check the Look Up column - Account whether it is empty. If it is not empty, not create a account, if it is empty, filter out the entity of Dynamic 365 whether have this account according to the Account value.

Best Regards,
Community Support Team _ Lin Tu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

gavibe
Level: Powered On

Re: Excel to Dynamics 365 LookUps

Has anyone got some guidance on how to do this? Online resource etc

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