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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

Handle your CRM leads in a more efficient manner using this Microsoft Dynamics 365 CRM to Microsoft Excel workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, the corresponding details are immediately inserted as a new row in your specified Excel table. This automation ensures optimal data organization and seamless access to your lead information, streamlining your sales and marketing processes.

Handle your CRM leads in a more efficient manner using this Microsoft Dynamics 365 CRM to Microsoft Excel workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, the corresponding details are immediately inserted as a new row in your specified Excel table. This automation ensures optimal data organization and seamless access to your lead information, streamlining your sales and marketing processes.

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

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row to Table

    Adds a new row to the end of a specific table.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
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    • Custom EntityRequired

    Trigger
    Scheduled
    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.
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Related categories

  • Microsoft
  • Spreadsheets

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