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CSV file import to Dynamics CRM online

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I'm trying to do an upsert into dynamics from a CSV file I stored on Sharepoint.  Does anyone have a template for an upsert? 

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  • anton-khrit Profile Picture
    anton-khrit 197 on at
    Re: CSV file import to Dynamics CRM online

    You can use Parse CSV action from Plumsail Documents connector. It allows you to convert CSV into an array and variables for each column. Please read this article demonstrating how it works.

     

    Then you could iterate through result array and insert records into your SQL tablDynamics entity.

  • v-monli-msft Profile Picture
    v-monli-msft on at
    Re: CSV file import to Dynamics CRM online

    Hi,

     

    As @ashgupta said, it seems that this cannot be achieved in flow so far. I suggest that you could post this idea in the Flow Ideas forum, so it might be considered for future releases.

    https://powerusers.microsoft.com/t5/Flow-Ideas/idb-p/FlowIdeas

     

    Regards,

    Mona Li

  • ashgupta Profile Picture
    ashgupta on at
    Re: CSV file import to Dynamics CRM online

    Hello,

     

    Thanks for trying out flow. Based on the listed actions, I don't see an upsert action. 

     

     

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