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best practice to adding pricing and product info to CRM from a excel spreadsheet (formula based)

  • 1.  best practice to adding pricing and product info to CRM from a excel spreadsheet (formula based)

    TOP CONTRIBUTOR
    Posted 7 days ago
    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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  • 2.  RE: best practice to adding pricing and product info to CRM from a excel spreadsheet (formula based)

    TOP CONTRIBUTOR
    Posted 7 days ago
    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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  • 3.  RE: best practice to adding pricing and product info to CRM from a excel spreadsheet (formula based)

    TOP CONTRIBUTOR
    Posted 6 days ago
    Thank you for the info!

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    Heather L
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