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How to Update Portals List Data

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Posted on by Phineas

5,325 Super User 2025 Season 2

I have a Portals list that I uploaded from a SharePoint list. The originally imported data wasn't formatted correctly and appeared with a decimal when the Portals list was created.

The SharePoint source data has since been updated. How do I get the data in the Portal list above to reflect the new format, shown below?

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Power Apps portals

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ragavanrajan 7,044 Most Valuable Professional on at

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Hi @Phineas

It is the same way as before using data flows

https://powerusers.microsoft.com/t5/Power-Apps-Portals/Connect-to-Existing-Data-in-Power-Portals/m-p/1407440#M10450

You can try scheduled data flow which will run periodically or one more dataflow update will update your data source.

Additional:

1. You can also use power automate to Dataverse flow to update when something changes in your SharePoint list. This method also will be useful.

Hope it helps.
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Phineas 5,325 Super User 2025 Season 2 on at

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Tried to do it here, using the Refresh data button; nothing happened.

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ragavanrajan 7,044 Most Valuable Professional on at

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Hey, @Phineas have you completed the data flow? if yes. then

in the data section > can you filter by custom columns on the top right? then you can see the updated data

Hope it helps.
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Phineas 5,325 Super User 2025 Season 2 on at

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Still have not been able to update/refresh the data.

I've changed the data in the source, removing the decimal requirement. The number look and formatting have changed in the SharePoint list and display as desired.

I believe I've done all you recommended previously the data in the CRM has not updated to match that of the SharePoint.

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ragavanrajan 7,044 Most Valuable Professional on at

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Hi @Phineas

Could you please share your data tab screenshot with custom view filtered?

Parallelly, using XRM toolbox "Bulk Delete Tool"

1. Connect to your environment first

2. Choose the table in your case the table you are referring

3. Press "Validate query" and delete the records

4. Then use the dataflow to update your records.

Hope it helps.
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