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Zapier makes it easy to integrate Google Sheets with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
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Google Sheets
Google Sheets
1. Choose trigger event
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM
2. Choose action
1. Select the event
Setup
Test
Google Sheets
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Spreadsheet Row (Team Drive)" from Google Sheets.
Add your action
An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.
You’re connected!
Zapier seamlessly connects Google Sheets 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.
Create a new record or update an existing record in your app.
Info
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Customer type
Required
Owner
Status
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Account
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Contact
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Case/Incident
Required
State
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Lead
Required
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Order
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Action
This is an event a Zap performs.
Search
Find existing data in your app
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
This is an event a Zap performs.
Search
Find existing data in your app
State Code
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
Action
This is an event a Zap performs.
Search
Find existing data in your app
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
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
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
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Google Sheets and Microsoft Dynamics 365 CRM with AI agents and code
Beyond Zap workflows. Call Google Sheets 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 Google Sheets 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
Create Spreadsheet Column
Create Account
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
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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Practical ways you can use Google Sheets and Microsoft Dynamics 365 CRM
Sync updated invoices to Google Sheets
Manage finances with ease. When an invoice is updated in Microsoft Dynamics 365 CRM, Zapier automatically updates the corresponding row in Google Sheets. This ensures your financial records always reflect the latest changes, improving accuracy and streamlining financial analysis.
Update Dynamics accounts when Google Sheets data changes
Ensure your CRM remains accurate. When a cell is updated in a specific Google Sheets spreadsheet, Zapier updates the corresponding account information in Microsoft Dynamics 365 CRM. This keeps contact details updated, minimizing errors from outdated information.
Track your leads efficiently. When a new lead is added in Microsoft Dynamics 365 CRM, Zapier automatically creates a new row in Google Sheets, ensuring your lead database stays current. This reduces manual data entry, improves lead follow-up processes, and gives marketing teams fast access to updated data.
Learn how to automate Google Sheets on the Zapier blog
Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Make work flow with AI
Level up your Google Sheets to Microsoft Dynamics 365 CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Google Sheets + Microsoft Dynamics 365 CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Google Sheets and Microsoft Dynamics 365 CRM
How can I integrate Google Sheets with Microsoft Dynamics 365 CRM?
You can integrate Google Sheets with Microsoft Dynamics 365 CRM using third-party automation tools like Zapier. By creating 'Zaps,' you can set up triggers and actions between the two platforms to seamlessly exchange data.
What types of triggers are available for integration between Google Sheets and Microsoft Dynamics 365 CRM?
We offer a variety of triggers for this integration. For example, when a new row is added or updated in Google Sheets, it can trigger an action in Dynamics 365, such as creating or updating a lead.
Can I update entries in Google Sheets based on changes in Microsoft Dynamics 365 CRM?
Yes, you can create triggers based on updates in Dynamics 365 CRM. For example, when a contact is updated in Dynamics 365, you can set an action to update a corresponding row in Google Sheets.
Is it possible to create new records in Microsoft Dynamics 365 CRM from Google Sheets entries?
Absolutely. You can set up actions so that when new rows are added to your Google Sheet, new records such as leads or opportunities are created automatically in Dynamics 365.
Are there limitations on the amount of data that can be synced between Google Sheets and Microsoft Dynamics 365 CRM?
While we strive for seamless synchronization, limitations may exist based on the specific plan and API call restrictions from both Google and Microsoft services. It's important to verify these limits when planning large data transfers.
Can I use filters when integrating Google Sheets with Microsoft Dynamics 365 CRM?
Yes, you can apply filters to determine which data should trigger actions during integration. For instance, only rows meeting certain criteria might initiate updates in your CRM system.
How frequently is data synchronized between Google Sheets and Microsoft Dynamics 365 CRM?
The frequency of synchronization depends on your setup with our platform. Typically, tasks run instantly or at regular intervals based on your plan level and the specific configuration.
About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.