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Creating and Updating records in Dataverse from SharePoint

Hello All,

I have a SharePoint list that is connected to a Power App. I want to move that data to Dataverse. Eventually, we would like to connect directly to Dataverse but right now the data source for the app is SharePoint. I would like to create a flow that adds or updates data in the Dataverse when a record is created or updated in SharePoint. I have found multiple videos on how to import data from SharePoint to the Dataverse but that's not what I'm looking for. I would like to replicate something similar to Reza Dorrani's video Add & Update Excel Data to SharePoint List using Power Automate. If anyone can point me in the right direction, I would greatly appreciate it!

Categories:

Business Process Flows

To create a flow that adds or updates data in Dataverse when a record is created or updated in SharePoint, you can use Power Automate to achieve this. Here’s a step-by-step guide to help you set up the flow:

Trigger the Flow:
- Use the "When an item is created or modified" trigger for SharePoint.
- Site Address: (your SharePoint site)
- List Name: (your SharePoint list)
Get the Item Details:
- Action: Get item
- Site Address: (your SharePoint site)
- List Name: (your SharePoint list)
- Id: ID (from the trigger)
Check if the Record Exists in Dataverse:
- Action: List rows (Dataverse)
- Table Name: (your Dataverse table)
- Filter Query: sharepoint_id eq 'ID' (assuming you have a column in Dataverse to store the SharePoint item ID)
Condition to Check if Record Exists:
- Action: Condition
- Condition: length(body('List_rows')?['value']) is greater than 0
If Record Exists, Update the Record:
- Action: Update a row (Dataverse)
- Table Name: (your Dataverse table)
- Row ID: first(body('List_rows')?['value'])?['dataverse_id'] (assuming dataverse_id is the unique identifier in Dataverse)
- Map the fields from SharePoint to Dataverse
If Record Does Not Exist, Create a New Record:
- Action: Add a new row (Dataverse)
- Table Name: (your Dataverse table)
- Map the fields from SharePoint to Dataverse, including the SharePoint item ID

Here is a more detailed breakdown of the steps in Power Automate:

Trigger:
- Action: When an item is created or modified
- Site Address: (your SharePoint site)
- List Name: (your SharePoint list)
Get Item:
- Action: Get item
- Site Address: (your SharePoint site)
- List Name: (your SharePoint list)
- Id: ID (from the trigger)
List Rows (Dataverse):
- Action: List rows
- Table Name: (your Dataverse table)
- Filter Query: sharepoint_id eq '@{triggerOutputs()?['body/ID']}'
Condition:
- Action: Condition
- Condition: length(body('List_rows')?['value']) is greater than 0
If Yes (Record Exists):
- Action: Update a row
- Table Name: (your Dataverse table)
- Row ID: first(body('List_rows')?['value'])?['dataverse_id']
- Map the fields from SharePoint to Dataverse
If No (Record Does Not Exist):
- Action: Add a new row
- Table Name: (your Dataverse table)
- Map the fields from SharePoint to Dataverse, including the SharePoint item ID

This approach ensures that your Dataverse table is updated with the latest data from SharePoint, whether it’s a new record or an update to an existing record.

If you need further clarification or run into any issues, please let me know!

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