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Microsoft Dynamics 365 CRM + Microsoft Excel Integrations

How to connect Microsoft Dynamics 365 CRM + Microsoft Excel

Zapier lets you send info between Microsoft Dynamics 365 CRM and Microsoft Excel automatically—no code required.

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Microsoft Excel logo

Do Even More with Microsoft Dynamics 365 CRM + Microsoft Excel

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Microsoft Dynamics 365 CRM + Microsoft Excel workflows do more for them.

  • Zapier users love adding Crossbeam to their workflows

    Create Excel spreadsheets of Crossbeam overlap information with new lead updates in Dynamics 365 CRM

    Premium
    Create Excel spreadsheets of Crossbeam overlap information with new lead updates in Dynamics 365 CRM
    • Crossbeam logo
    • Microsoft Dynamics 365 CRM logo
    • Microsoft Excel logo
    Crossbeam + Microsoft Dynamics 365 CRM + Microsoft Excel

Supported triggers and actions

What does this mean?

How Microsoft Dynamics 365 CRM + Microsoft Excel Integrations Work

  1. Step 1: Authenticate Microsoft Dynamics 365 CRM and Microsoft Excel.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Microsoft Excel Tutorials

microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

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

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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excel logo
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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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