问题
I'm trying to find a way to automatically import a csv or xml file into MS Dynamics CRM as a new Lead. Does anyone have any clue how to go about this?
The idea would be for a CRM job of some sort to run every so often to look for a file at a given location. If a file is found, import it's records as new Lead records in CRM.
We use CRM 2013 Online.
Thoughts?
Mg
回答1:
I'm not sure of a way that you could "pull it" from CRM, but you could push to it.
Create a "Console App" that loads the import file and uses the CRM SDK to create the Lead. Shouldn't be too terribly difficult.
回答2:
For CRM Online, there's also a new Data Loader Service feature which requires no code and moves data between flat files and your online org. Not sure if it's still in preview or not (it was released in October of 2015). You can read about it here.
回答3:
I'm not sure of a way that you could "pull it" from CRM, but you could push to it.
Create a "Console App" that loads the import file and uses the Dynamics CRM SDK Customization to create the Lead. Shouldn't be too terribly difficult.
来源：https://stackoverflow.com/questions/23071602/dynamics-crm-auto-import-csv