Connect Microsoft Excel and Microsoft Dynamics 365 CRM to power AI-driven automation

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Launch your first automated workflow

Start with a template that brings Microsoft Excel and Microsoft Dynamics 365 CRM together. Build enterprise-grade automation in minutes.

Our most popular template

Create leads in Microsoft Dynamics 365 CRM from new rows in Microsoft Excel
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Microsoft Excel + Microsoft Dynamics 365 CRM
Add new Microsoft Dynamics 365 CRM opportunities to Microsoft Excel rows
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Microsoft Dynamics 365 CRM + Microsoft Excel
Create new Microsoft Dynamics 365 CRM accounts from new rows in Microsoft Excel
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Microsoft Excel + Microsoft Dynamics 365 CRM
New lead in Microsoft Dynamics 365 CRM creates and adds row to Microsoft Excel table
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Microsoft Dynamics 365 CRM + Microsoft Excel
Create new contacts in Microsoft Dynamics 365 CRM from new rows in Microsoft Excel
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Microsoft Excel + Microsoft Dynamics 365 CRM
Validate new Microsoft Dynamics 365 CRM contacts with verifi.email and add the results to Microsoft Excel rows
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Microsoft Dynamics 365 CRM + verifi.email + Microsoft Excel

Create leads in Microsoft Dynamics 365 CRM from new rows in Microsoft Excel

Details

Try it

Microsoft Excel + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM opportunities to Microsoft Excel rows

Details

Try it

Microsoft Dynamics 365 CRM + Microsoft Excel

Create new Microsoft Dynamics 365 CRM accounts from new rows in Microsoft Excel

Details

Try it

Microsoft Excel + Microsoft Dynamics 365 CRM

New lead in Microsoft Dynamics 365 CRM creates and adds row to Microsoft Excel table

Details

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Microsoft Dynamics 365 CRM + Microsoft Excel

Create new contacts in Microsoft Dynamics 365 CRM from new rows in Microsoft Excel

Details

Try it

Microsoft Excel + Microsoft Dynamics 365 CRM

Validate new Microsoft Dynamics 365 CRM contacts with verifi.email and add the results to Microsoft Excel rows

Details

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Microsoft Dynamics 365 CRM + verifi.email + Microsoft Excel

Update and manage Microsoft Dynamics 365 CRM leads by adding rows to Microsoft Excel
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Microsoft Dynamics 365 CRM + Microsoft Excel

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Microsoft Excel with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Row" from Microsoft Excel.

Add your action

An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.

You’re connected!

Zapier seamlessly connects Microsoft Excel and Microsoft Dynamics 365 CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Column Index
  Required
- Apply To
- Header Preservation
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- New Name
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- No_match_copy
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write
New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

For AI agents & developers

Use Microsoft Excel and Microsoft Dynamics 365 CRM with AI agents and code

Beyond Zap workflows. Call Microsoft Excel and Microsoft Dynamics 365 CRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Microsoft Excel and Microsoft Dynamics 365 CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Row
Create Account

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Microsoft Excel and Microsoft Dynamics 365 CRM actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* excel / microsoft-dynamics-crm action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Microsoft Excel and Microsoft Dynamics 365 CRM

Log new accounts in Excel

Each time a new account is added in Microsoft Dynamics 365 CRM, Zapier captures this by creating a new row in Excel. This automation simplifies record-keeping and makes account tracking more efficient.

Business Owner

Try it

Document candidate details in Excel

When a new contact is added in Microsoft Dynamics 365 CRM, Zapier automatically logs their details in a specified Excel spreadsheet. This automation streamlines how HR teams organize candidate information, reducing manual input errors.

HR & Recruiting Ops

Try it

Track new leads in Excel

When a new lead is created in Microsoft Dynamics 365 CRM, Zapier adds a new row in Excel. This automation eliminates manual entry and keeps lead data centralized, enhancing team access and reporting.

Marketing & Marketing Ops

Try it

Learn how to automate Microsoft Excel on the Zapier blog

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

Make work flow with AI

Level up your Microsoft Excel to Microsoft Dynamics 365 CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Learn moreLearn moreHelpHelp

Related categories

Microsoft

Spreadsheets

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Microsoft

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Microsoft Excel and Microsoft Dynamics 365 CRM to power AI-driven automation

Launch your first automated workflow

Create leads in Microsoft Dynamics 365 CRM from new rows in Microsoft Excel

Add new Microsoft Dynamics 365 CRM opportunities to Microsoft Excel rows

Create new Microsoft Dynamics 365 CRM accounts from new rows in Microsoft Excel

New lead in Microsoft Dynamics 365 CRM creates and adds row to Microsoft Excel table

Create new contacts in Microsoft Dynamics 365 CRM from new rows in Microsoft Excel

Validate new Microsoft Dynamics 365 CRM contacts with verifi.email and add the results to Microsoft Excel rows

Create leads in Microsoft Dynamics 365 CRM from new rows in Microsoft Excel

Add new Microsoft Dynamics 365 CRM opportunities to Microsoft Excel rows

Create new Microsoft Dynamics 365 CRM accounts from new rows in Microsoft Excel

New lead in Microsoft Dynamics 365 CRM creates and adds row to Microsoft Excel table

Create new contacts in Microsoft Dynamics 365 CRM from new rows in Microsoft Excel

Validate new Microsoft Dynamics 365 CRM contacts with verifi.email and add the results to Microsoft Excel rows

Update and manage Microsoft Dynamics 365 CRM leads by adding rows to Microsoft Excel

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Microsoft Excel and Microsoft Dynamics 365 CRM with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Microsoft Excel and Microsoft Dynamics 365 CRM

Log new accounts in Excel

Document candidate details in Excel

Track new leads in Excel

Learn how to automate Microsoft Excel on the Zapier blog

How to automatically copy rows between Excel spreadsheets

5 ways to automate Microsoft Excel

How to connect Google Sheets with Excel

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

6 ways to automate Microsoft Dynamics 365

Make work flow with AI

Connect Microsoft Excel to Microsoft Dynamics 365 CRM on the world's largest no-code automation platform