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!
Solved! Go to 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.
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
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.
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