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Microsoft Excel + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM opportunities to Microsoft Excel rows

Streamline your sales process with this seamless integration between Microsoft Dynamics 365 CRM and Microsoft Excel. Once a new opportunity is identified in the Dynamics 365 CRM, a row will be instantly added to your Excel sheet. This automation enables you to keep close tabs on potential sales opportunities and ensures your record-keeping is consistent and timely. Save time, increase efficiency, and focus more on closing deals.

Streamline your sales process with this seamless integration between Microsoft Dynamics 365 CRM and Microsoft Excel. Once a new opportunity is identified in the Dynamics 365 CRM, a row will be instantly added to your Excel sheet. This automation enables you to keep close tabs on potential sales opportunities and ensures your record-keeping is consistent and timely. Save time, increase efficiency, and focus more on closing deals.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Opportunity

    Triggers when a new opportunity is created.

    TriggerPolling
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    ActionWrite
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Supported triggers and actions

    • Custom EntityRequired

    Trigger
    Polling
    Try It
    • Info

    Trigger
    Polling
    Try It
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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.

Related categories

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About Microsoft Dynamics 365 CRM

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