Power Platform Community Forum Thread Details

Hello new to Power automate. I have a crm sweb based site that requires new users to create an account. I was looking for ideas or direction on how I can create a form that my new users fill in fields such as name, address, email, username, etc.. and then input the values in to the web based account creation tool built into my web based crm. So far this is what I have come up with:

1. create a power app

2. Use excel online as a data source

3. Use Power Automate Desktop to store data in a variable from the execl online values (this is kinda where Im getting lost)

4. Using power automate to login to crm account creation page

5. Insert data from variable into respective fields on account creation page

Categories:

Power Automate Desktop

Hi @ISTechguy

Regarding #3, If you are planning for Excel Online then Power Automate (Cloud Flows) is going to be more convenient as compared to Power Automate Desktop (Desktop Flows). This is because Power Automate has an in-built connector for Excel Online. Whereas Power Automate Desktop has an easy interaction with Desktop Excel App.

If you are planning that way then you can think of reading the Excel online from Cloud Flow and pass the required Excel values to the Desktop Flow (check link). Point No 9 talks about passing of data back and forth between cloud and desktop flows.

This video could also be of help.

If you have confidential data to be passed from Cloud Flows to Desktop Flows please check how that is done before going ahead for this approach. I believe Azure Key Vault needs to be made use of.

Regarding #4, did you mean Power Automate Desktop instead of Power Automate? This is because spying/detecting the UI elements of the CRM webpage and updating the fields of the account creation page will be easier in PAD.

But if you already have some API then you can think of calling it via Power Automate instead of PAD.