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Create and update SharePoint list item

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Posted on by Rolfk

Hello,

I want my Flow to create a new list item when a record is added in Dynamics CRM. I am able to do this by creating the following flow: when a record is created (Dynamics CRM) --> Create a new list item (SharePoint). My list contains a title and status.

I want the status of the list item to be automatically updated when the record in Dynamics CRM is modified. I want to do this with 100s of records in Dynamics CRM, so creating a flow with an Id is not an option because then i would have to create a new flow every time i add a record to CRM, right?

Could someone help me with this?

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v-yamao-msft Microsoft Employee on at

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Hi Rolfk,

About the flow update an item in SharePoint list when a record is updated in Dynamics 365, please try the steps in the screenshot below.

I have another flow to create a new items in SharePoint list when a record is created in Dynamics 365.

Every time I modify the record in Dynamics 365, if the Title is equal to Account Name, the status would be changed to Modified.

(In SharePoint list, I configured the Status as a Text type column, when the item is newly created, the status would be New, when the item is modified, the status would be changed to Modified.)

Hope my steps could be a reference for you.

Best regards,
Mabel Mao

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ShajiT 2 on at

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Hi,
I would like to update Contact in Dynamics CRM if it's details modified in SharePoint Contact List. How to achieve this using Flow.
Scenario :
I'll create update Contact in Dynamics CRM and same will do in SharePoint Online Create and update using Flow.
Now i would like to implement vice Versa i.e. if somebody modifies the contact information in SharePoint then it'll get updated in CRM too.
Pls. help.

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cyberco01 480 on at

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@v-yamao-msft,
Please do help me as i want the sharepoint list to be created and updated when new items are added to D365 as well as updations are made to existing items.

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