Customer Engagement & Dynamics CRM Forum

I have a user who I am building out a project for in CRM. One part of it is pricing and products which he currently uses an XLS file for that is all set up with formulas etc. to populate automatically. Is there a power app or something I can use to recreate this? I know that CRM won't have the same feel as his spreadsheet does now but he will need this as different pricing and products produce different results so its going to be custom. His spreadsheet is extremely detailed as well.

I am stuck on this part.

thanks


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Heather L
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There is no direct transfer, but you should be able to recreate it in Power Automate with variables and expressions.
Unfortunately, at the moment the expression language available in PA is pretty limited compared to what an Excel user would expect but most calculations around pricing should be recreateable.
Reference guide for functions in expressions - Azure Logic Apps | Microsoft Docs

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Donal McCarthy
Digital Marketing Administrator
BrightWork
Galway
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Original Message:
Sent: Apr 08, 2021 11:42 AM
From: Heather Laughlin
Subject: best practice to adding pricing and product info to CRM from a excel spreadsheet (formula based)

I have a user who I am building out a project for in CRM. One part of it is pricing and products which he currently uses an XLS file for that is all set up with formulas etc. to populate automatically. Is there a power app or something I can use to recreate this? I know that CRM won't have the same feel as his spreadsheet does now but he will need this as different pricing and products produce different results so its going to be custom. His spreadsheet is extremely detailed as well.

I am stuck on this part.

thanks


------------------------------
Heather L
------------------------------

Thank you for the info!

------------------------------
Heather L
------------------------------

Original Message:
Sent: Apr 09, 2021 02:42 AM
From: Donal McCarthy
Subject: best practice to adding pricing and product info to CRM from a excel spreadsheet (formula based)

There is no direct transfer, but you should be able to recreate it in Power Automate with variables and expressions.
Unfortunately, at the moment the expression language available in PA is pretty limited compared to what an Excel user would expect but most calculations around pricing should be recreateable.
Reference guide for functions in expressions - Azure Logic Apps | Microsoft Docs

------------------------------
Donal McCarthy
Digital Marketing Administrator
BrightWork
Galway

Original Message:
Sent: Apr 08, 2021 11:42 AM
From: Heather Laughlin
Subject: best practice to adding pricing and product info to CRM from a excel spreadsheet (formula based)

I have a user who I am building out a project for in CRM. One part of it is pricing and products which he currently uses an XLS file for that is all set up with formulas etc. to populate automatically. Is there a power app or something I can use to recreate this? I know that CRM won't have the same feel as his spreadsheet does now but he will need this as different pricing and products produce different results so its going to be custom. His spreadsheet is extremely detailed as well.

I am stuck on this part.

thanks


------------------------------
Heather L
------------------------------