web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id : ZmFyt0iMsZh6xMF3D4y7NH
Power Platform Community / Forums / Power Apps - Microsoft Dataverse / Load and map data into...
Power Apps - Microsoft Dataverse
Unanswered

Load and map data into dynamics 365 CRM with dataflows

Like (0) ShareShare
ReportReport
Posted on 21 Mar 2024 23:44:19 by Sol007 93

Hi,
I have a scenario to use standard dataflow to pull in source data from excel workbook on onedrive with an existing/new data and load and map it to (productnumber) column on the product table in Dataverse. Any tips/suggestion on how to achieve this? Should the dataflow be created in the target environment? Thanks

Categories:
Tables
Dataflows
Microsoft Dataverse
I have the same question (0)
  • Jonathan Manrique Profile Picture
    Jonathan Manrique 2,682 on 26 Mar 2024 at 12:39:04
    Re: Load and map data into dynamics 365 CRM with dataflows

    Hi @007Sol 

     

    If you have an autonumber field not built in Dataverse, you can place it as a string, and then establish the mechanism for how to follow the numbering in the application

     

     

  • Sol007 Profile Picture
    Sol007 93 on 25 Mar 2024 at 21:37:05
    Re: Load and map data into dynamics 365 CRM with dataflows

    Hi @Jmanriquerios 

     

    Thanks for the pointers, though in this scenario I appear to have the data type as #Autonumber and Autonumber type: Custom. Will this any impact in terms of the import to work correctly if the data type was changed?

  • Jonathan Manrique Profile Picture
    Jonathan Manrique 2,682 on 22 Mar 2024 at 07:55:20
    Re: Load and map data into dynamics 365 CRM with dataflows

    Hi @007Sol 

     

    There are ways to import data into Dataverse (Dynamics DB), a simple way is to use Excel templates and you can use the system's data import/export tool itself.

     

    The other way is to use Dataflow, which is also very powerful and can help you when you have high volumes of data and your templates do not have the DB format, but you must be careful with the data types for it to work correctly.

     

    The documentation indicates some recommendations when you use Excel


    https://learn.microsoft.com/es-es/power-query/dataflows/sync-excel-cds-dataflow


    https://learn.microsoft.com/en-us/power-apps/maker/data-platform/create-and-use-dataflows

     

     

    How to do it with templates
    https://learn.microsoft.com/en-us/power-apps/maker/data-platform/create-and-use-dataflows

     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Welcome to the Power Platform Communities
Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft
Our Community Code of Conduct has been updated!
Responsible AI policies for the Community

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

MS.Ragavendar – Community Spotlight

We are honored to recognize Ragavendar Swaminatha Subramanian as our September…

Congratulations to the August Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Power Apps

#1
WarrenBelz Profile Picture

WarrenBelz 892 Most Valuable Professional

#2
Power Apps 1919 Profile Picture

Power Apps 1919 356

#3
MS.Ragavendar Profile Picture

MS.Ragavendar 310 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Microsoft Power Platform Community release plans