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craig99b1
Level: Powered On

Grab data from Excel and post into Dynamics 365 CRM custom

I'm trying to link into an Excel file on my One Drive Business account so that invoice data can be poosted to my Dynamics 365 CRM account.  I want to step through each row in an Excel file and if the value in column 5 = No, I would like to post data from Column 1, 2, 3 etc into specifc fields in my Dynamics 365 CRM database.

 

I am able to link into the Excel file but extracting the data I cannot figure out how to do.  Then I can figure out how to update the CRM data.  But first things first.  Thanks!

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Community Support Team
Community Support Team

Re: Grab data from Excel and post into Dynamics 365 CRM custom

Hi @craig99b1 ,

 

You could only get the "record identifer" with steops as screenshot below if you haven't save the "record identifer" in somewhere:

Capture.PNG 

 

Best regards,

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

View solution in original post

2 REPLIES 2
craig99b1
Level: Powered On

Re: Grab data from Excel and post into Dynamics 365 CRM custom

Here's some more info...

I have gotten the connection to the Excel ID to work.  Now I'm trying to updat ethe data in my Dynamics CRM.  My Excel file has a list of the Account IDs.  I have the account ID and trying to update the account 

Annotation 2019-02-16 213938.jpgGetting ID (works well)Annotation 2019-02-16 214108.jpgUsing ID to update CRM, doesn't work

 

I think the Record Identifier may not be the "AccountID" field in my CRM?  I can't figure out what that field is?

 

Annotation 2019-02-16 214754.jpgError

Community Support Team
Community Support Team

Re: Grab data from Excel and post into Dynamics 365 CRM custom

Hi @craig99b1 ,

 

You could only get the "record identifer" with steops as screenshot below if you haven't save the "record identifer" in somewhere:

Capture.PNG 

 

Best regards,

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

View solution in original post

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