During a recent project, we faced a challenging requirement from a client: they needed to upload an Excel sheet containing multiple Opportunity product records and have these added to CRM using Power Automate Flow. Initially, the process of transferring a large volume of records from Excel to CRM was time-consuming and adversely affected system performance.
To mitigate this issue, we implemented a solution to divide the Excel data into several batches and process them concurrently. This optimization significantly reduced processing time and improved overall system efficiency.
The Excel file we are working with includes columns for Product Number, Product Name, and Quantity, outlined below:
Step-by-Step Guide: Creating an Optimized Power Automate Flow in CRM
- First, we created a File Type field on the Opportunity entity which takes the Excel file having Opportunity Product records.
- We developed a Power Automate flow which triggers modification of the File type field.
- In the next…
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Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.
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