cancel
Showing results for 
Search instead for 
Did you mean: 

Insert all the rows of a csv file from a SharePoint folder into a custom entity in D365 CRM

Many times in old versions of CRM we had the next problem.

 

We have a csv file with many rows and we want to import it in one custom entity in CRM BUT without using the Import Wizard./

We want to automate it by code (c,js,etc). 

 

it will be very helpful to have a flow like it because all the companies have millions of Excel files in SharePoint and they want to insert in CRM custom entities without code or using manual with the help of Import Wizard.

Status: New
Comments
Super User

You can use Parse CSV action from Plumsail Documents connector. It allows you to convert CSV into an array and variables for each column. Please read this article demonstrating how it works.

 

Once you parsed CSV you can iterate through result array and use this data to insert into Dynamics entity.

Level: Power Up

Thank you very much. I think it is what I am searching.