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Power Platform Community / Forums / Power Automate - Building Flows / How to Create CRM Comm...
Power Automate - Building Flows
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How to Create CRM Communication Note updates to Accounts or Contacts from TEAMS Excel

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Posted on 17 May 2023 20:43:48 by solarheater 34

Hello, I am trying to find a solution to have departments document outreach in Excel in Teams or SharePoint and when the document is modified/updated, Power Automate would pull the data and locate the account or contact in CRM and place in a communication note from the excel cells. Can you help please?

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