Grab data from Excel and post into Dynamics 365 CRM custom

[craig99b1]

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!

[craig99b1]

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 

Getting ID (works well)Using 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?

Error

[v-yuazh-msft · Accepted solution]

Hi @craig99b1 ,

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

 

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.