Microsoft Excel + Microsoft Dynamics 365 CRM integrations
Update and manage Microsoft Dynamics 365 CRM leads by adding rows to Microsoft Excel
Ensure you're always up to speed with your evolving business landscape with this workflow integrating Microsoft Dynamics 365 CRM and Microsoft Excel. Every time an update is made to a lead in your CRM, your chosen Excel sheet reflects it under the Updated Lead action. This process allows for effortless data coordination, providing you with up-to-date lead information necessary for effective decision-making strategies.
- When this happens...Updated LeadTriggers when a lead has been updated.
- automatically do this!Add RowAdds a new row to the end of a worksheet.
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More things you can do with Microsoft Dynamics 365 CRM and Microsoft Excel
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Microsoft Excel
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
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.
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Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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- Create leads in Microsoft Dynamics 365 CRM from new rows in Microsoft Excel
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- 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









