Data Upload into CRM from Excel Using Power Automate

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When managing a CRM like Microsoft Dynamics 365, uploading data from an Excel file can be a tedious manual task, especially when working with large datasets. You can automate this process using Power Automate (formerly known as Microsoft Flow), saving time and ensuring data consistency.

Step 1: Prepare Your Data in Excel

Ensure that your Excel file is well-organized, the first row contains the Header names, and check incorrect values to prevent upload issues.


Step 2: Create a table in Excel or based on the requirement.
          Import Contact Template

Step 3: Upload Your Excel File to OneDrive.

Power Automate needs access to your Excel file. Store your file in a cloud-based location like OneDrive for Business or SharePoint:

  1. Upload the file to your OneDrive.
  2. Take note of the file path, as you will need it in Power Automate.


Step 4: Set Up Power Automate to Upload Excel Data to CRM

Now, we will set up a flow to automate the data upload process.

  1. Log in to Power Automate:

  2. Create a new Flow:

  • From the Power Automate dashboard, click on Create

  • Choose Instant Cloud Flow and give your flow a meaningful name.

  • List Rows in a Table:

    • Add the Excel - List rows present in a table action.
    • Choose the location and file path of your Excel file.
    • Select the table that contains your data.


Add the Dynamics 365 Connector:

  • Add the Microsoft Dataverse (Dynamics 365) action.
  • Select Create a new record.
  • Choose the correct Entity (e.g., Contacts, Accounts, Leads) where the data should be uploaded.

  • Map Excel Columns to CRM Fields:

    • In the Dataverse action, map the fields from your Excel file to the corresponding CRM fields.
    • For example, if your Excel sheet has a column named "First Name" and your CRM has a field called "First name", map the Excel "First name" to the CRM "First Name".








Finally, our Power Automate flow looked like this
























Run the Flow:

  • Save your flow and run as below.
  • Power Automate will automatically detect the rows and push the data into Dynamics 365.










It's the result of Power Automate as we run.


Using Power Automate to upload data from Excel into your CRM system like Microsoft Dynamics 365 is an efficient way to save time and reduce manual errors. This automation allows you to focus on higher-level tasks while ensuring that your data is always up to date in CRM

Regards,
Dharmendra Chavda

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