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Toby_WR
Level: Powered On

Importing Data From An Excel Spreadsheet and Updating/Creating Records In Dynamics365 Based On An Autofilled GUID Field

I am a begineer with Power Automate and I've been tasked with creating a flow that every day will list all the rows in a OneDrive Excel Spreadsheet and check if a column's value matches the related field in Dynamics (The field and column will contain a GUID so it will be unique). If the value matches then the flow should update the Dynamics record's fields to match those in the spreadsheet (if any have changed) or if there is not a matching GUID in excel then create a new record in dynamics that contains all the data from Excel. I have tried many different options but I just can't get it right. If anyone could point me in the right direction that'd be fantastic.

3 REPLIES 3
Super User
Super User

Re: Importing Data From An Excel Spreadsheet and Updating/Creating Records In Dynamics365 Based On An Autofilled GUID Field

If you could provide an expanded screenshot of your Flow and steps, your Flow run history, and of any detailed error messages you're receiving we could likely better assist you. Also, for the best results, you may want to review How to write a good forum post.

If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up. THANKS!

Community Support Team
Community Support Team

Re: Importing Data From An Excel Spreadsheet and Updating/Creating Records In Dynamics365 Based On An Autofilled GUID Field

 

Hi @Toby_WR ,

 

 

Have you created a similar Flow? Are there any questions that we need to help you solve?

 

If so, please provide these details.

 

Best Regards,

Community Support Team _ Barry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Toby_WR
Level: Powered On

Re: Importing Data From An Excel Spreadsheet and Updating/Creating Records In Dynamics365 Based On An Autofilled GUID Field

Hi Barry,

 

Thank you for your reply, I have used the pre-made templates and changed them slightly so that two different flows are able to create records in excel from D365 and another that will update a records based on a GUID. This obviously won't work as it will also create new rows even if the GUID already exists in D365. My issue is 'separating' for lack of a better word, which records need to be created in excel and which needs to be updated based off of the GUID. I tried to make a flow with a condition within an apply to each within another apply to each and this doesn't work how I intended it to. I currently have a flow that will delete all rows in the table and just create new rows for all the records again which with over 30,000 records takes too long. If you could give me any advice it'd be greatly appreciated,

 

Toby WR

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