Automate data entry into CRM application with Microsoft Power Automate Desktop

hi guys welcome to ms power automate in previous video we have created a simple process with the use of any teller demo application in today's video we will create an additional process related to crm data entry so let's try to create a robot that does the following open crm sls s and my crm application for each row we will need to select the people tab enter the first name last name select the gender enter the address select the state check the active email and so forth and the last one is enter the company name in the company tab okay so first we need to take a look at the excel file and also the application so if you can see here that this is the people tab and the company tag we need the first name last name gender address state is a combo box which is the drop-down list phone number email the role in company will be entered inside these comments less notes and the company tab we enter the company name okay so first what we need to do is run application i select my crm application and the next one is launch excel file open the following document and i select my excel file okay the next one is i would like to get the first free row okay so now let's try to read the excel um group from excel worksheet and then we indicate the range of cells start from column a start from row one and of column will be first free column minus one and the first free row minus one okay over here we need to select this option first line of range contains the column list because we do not want to read the column name as a value okay and then now the next step what we need to do is we use for each row for each loop we have to indicate the excel data for this variable will be current item as per default and then now the next step is we want to select the tab in the window right so we add a ui element okay so over here i need to select the people tab i must control hold my control plus a left click okay it's already added here and then my first name last name gender i need to select both address state phone number email address notes active so over here you have select but you can't see here scroll down you can see and then the next one is a company tab and the company name okay let me double check whether i've selected yes i selected so over here i have two right it's okay later we deleted so over here is generated successfully let me delete this ui element this is duplicate and then over here i would like to rename it to have a more meaningful name mean convention put your comments okay so now the next step what i'd like to do is select tab in a window i need to select the people tab all right and then next one is i need to populate the first name and last name okay so over here indicate that edit first current item then i indicate the first name okay i repeat this for last name you select n then i paste here okay note now next is the gender right so for gender we need to have a condition to check whether it's a male or female so you have to use a if action if carbon item square brackets gender is equals to meal then we select the main option else we will select the female action so over here i may need to use the radio button select window in the radio in a in a window okay and then i select mail and i select for female in the else statement all right so now next is we need to populate the address let me copy this again paste it below after i select the gender and then i select address okay and then the next one is we need to set the state so for state we have to use the set drop down list okay select state options we have to use the second one because we based on the name and the option name here we select current item square bracket stick let me double check okay correct and click save okay so now is the active for active we do need to have another if condition whether it's a yes or no so we drag if action yes and we use this check box set the chat box did to check okay do this the same for non-active it's a bit laggy here let me [Music] set this to uncheck now i'll better save first okay so now the last step is enter email phone number and the role in company so we copy this so there's the email personnel let me close this application you see we open a new one and i close this exhale let's try to run this okay let me bring this forward all right so over here you can see it's actually working let me just stop the board because we do have the company tab so okay it's really stopped next one what we need to do is we select the company tab right select tab in window and then i select this tab company and i need to populate the text field for company name okay so most likely most of you uh would think that a my address is this but why this one doesn't change what if i want to change this to empty or maybe the home or work okay so in this case it's simple what you need to do is you use a populate text field again okay let me just show you one example over here the value that you need to put here is you just put a percentage and a single quote two time okay if i click save here you will see that the board will enter this as a blank okay so let's try again let me close this i save this file and i run okay so you see i did not change the address so i stopped the but i let me stop the run i adjust this to address line two okay i click save and then let me run again so in this case maybe i want instead of me keep closing this excel let me close it automatically okay after the end of the flow do not save the document and i also there's no need for me to view the excel file so let me check this to false okay so i run and you will see you will reopen the excel file in the background do the steps [Music] all right so the process has been completed let me double check okay we have completed this whole thing yes repeat all the rules and that's all for this exercise so if you're keen to learn more do remember to subscribe our channel as we have constant updates and tutorial videos on microsoft power automate desktop thank you

Channel: MS Power Automate

Views: 130

Rating: 5 out of 5

Keywords: microsoft power automate desktop, microsoft power automate, power automate desktop, power automate, power automate desktop tutorial, power automate tutorial, power automate desktop for beginners

Id: dLTQOO5fzCo

Length: 14min 12sec (852 seconds)

Published: Fri Sep 24 2021