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I'm looking to provide a way to allow users to download entities from an entity list via a Portal App, edit them in excel, then re-upload through the Portal to bulk update records.
Is this something that would be supported through the Portal, or would I be better off looking at an alternative solution?
Thanks
We do this for one of our customers.
We may have done it differently if we did it today (possibly may be able to do some of it with Flow now), but we implemented an Azure Listenter (https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/azure-integration), so when the document uploads in Dataverse we send a message to Azure (create on our upload record etc), the Azure Service Bus then picks it up and we process it from Azure updating records with the data provided in the Excel (we use a unique autonumber and also have other columns, and tag the Upload record with metadata of the Account and Contact submitting so that can make sure customer data doesn't get exposed to the wrong customers). In our processing we run a set of validation routines before updating the data and write any errors as child records to the Upload record (so the client can view validation errors), and update status reasons on the Upload record so the user can see if it failed or was successful etc
(note: you most likely will need to do the validation/processing outside of Dataverse as using plugins you will likely have a timeout issue and you may need to use Libraries that are not supported in the plugin sandbox)
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