Connect Microsoft Dynamics 365 + Microsoft Excel with no-code integration in a few clicks

Integrate Microsoft Dynamics 365 to Microsoft Excel easy, secure and without limits using visual builder and powerful API connectors

Looking for Microsoft Dynamics 365 and Microsoft Excel integration service?

Using Onlizer you can connect Microsoft Dynamics 365 with Microsoft Excel, setup notifications about events or enable communication in chats, automate data sync, data analytics and BI tools. Learn how to design, build, and automate anything for your work by integrating services like ClickUp and Google Forms to create visual automated apps and workflows

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How to connect Microsoft Dynamics 365 + Microsoft Excel

Onlizer provides you with all required tools to setup connection and send info between Microsoft Dynamics 365 and Microsoft Excel automatically. You can build and customize integrations fast using visual builder - no code required.

1

Connect

Securely connect Microsoft Dynamics 365 and Microsoft Excel accounts

2

Integrate

Customize your Microsoft Dynamics 365 to Microsoft Excel integration

3

Launch

Run automation Microsoft Dynamics 365 + Microsoft Excel online in 1 click

4

Enjoy

Cost and time savings with endless no-code abilities

Onlizer Studio

Create customized individual integration of Microsoft Dynamics 365 to Microsoft Excel with flexible, easy to use, no-code and low-code tools

Onlizer Studio integrates Microsoft Dynamics 365 and Microsoft Excel with powerful visual API connectors and allows to build hi-customized individual automated solutions. With fast setup, secure services connection and cost-optimized runtime Onlizer Studio automations make your business more efficient and provide new level of business processes quality.

Integrate Microsoft Dynamics 365 + Microsoft Excel
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Microsoft Dynamics 365

Microsoft Dynamics 365 is a cloud-based collection of applications used by all kinds of businesses. These artificial intelligence-powered applications merge components of CRM and ERP with business tools and other applications that drive productivity. The SaaS services provided on this app enable seamless interaction between major customers, businesses, and employees.

Read more about Microsoft Dynamics 365 integrations
Microsoft Excel

MS Excel - самое популярное и используемое приложение для работы с электронными таблицами, входящее в состав пакета Office. Это инструмент для организации и сортировки данных, создания и управления рабочими листами, таблицами и диаграммами, выполнения различных вычислений, использования спарклайнов и проведения анализа.

Read more about Microsoft Excel integrations

Microsoft Dynamics 365 + Microsoft Excel integration ideas

Support or submit Microsoft Dynamics 365 and Microsoft Excel integration idea and we'll invite you to use it early for free! Our development team will reach you personally with estimation for this request. Also you can vote for most relevant suggestions below.

Request Microsoft Dynamics 365 + Microsoft Excel integration Check all Microsoft Dynamics 365 + Microsoft Excel suggestions

Explore Microsoft Dynamics 365 and Microsoft Excel integration features

You can easy create integration for Microsoft Dynamics 365 and Microsoft Excel using no-code builder and customize it to fit your needs with great amount of events and actions availalbe in API connectors

Appointment upcoming in Microsoft Dynamics 365

Trigger activates at reminder time when appointment is upcoming in Microsoft Dynamics 365

Try trigger Trigger
Booking upcoming in Microsoft Dynamics 365

Trigger activates at reminder time when booking is upcoming in Microsoft Dynamics 365

Try trigger Trigger
Booking created in Microsoft Dynamics 365

Event triggers when new booking created in Microsoft Dynamics 365

Try trigger Trigger
Create lead in Microsoft Dynamics 365

Create new lead in Dynamics CRM

Try action Action
Get Case by ID in Microsoft Dynamics 365

Try action Action
Update Case (Incident) in Microsoft Dynamics 365

Try action Action
Create a new contact in Microsoft Dynamics 365

Create a new contact in Microsoft Dynamics

Try action Action
Update contact in Microsoft Dynamics 365

Update existing contact details in Microsoft Dynamics

Try action Action
Generate Excel workbook(without styles) in Microsoft Excel

Generates workbook with provided sheets and data(without styles)

Try action Action
Generate workbook with single worksheet(without styles) in Microsoft Excel

Generate workbook with provided single sheets and data(without styles)

Try action Action
Read data from worksheet in Microsoft Excel

Read data from single table at single worksheet in workbook

Try action Action
Read data from document (from Base64 content) in Microsoft Excel

Read data from single table at single worksheet in workbook presented by Base64 string

Try action Action
Read data from document (from URL) in Microsoft Excel

Read data from all worksheets in workbook using provided URL

Try action Action

FAQ

Connect Microsoft Dynamics 365 and Microsoft Excel in a few clicks and automate data exchange using no-code visual tools. Rich API connectors and optimized tools provide you with ability to fast setup integration for Microsoft Dynamics 365 and Microsoft Excel to empower your workflow.
Integration usually is a very straight forward process that can be done in a few steps. First you need to connect Microsoft Dynamics 365 and Microsoft Excel accounts. Then customize integration parameters using visual setup tools. Final step is to launch automation for Microsoft Dynamics 365 to Microsoft Excel online with single click.
Onlizer no-code solutions make it feasible for users without programming expertise to connect Microsoft Dynamics 365 and Microsoft Excel seamlessly, enabling synchronization between the two platforms with minimal effort.
Purpose of building integration is to automate actions in services like Microsoft Excel when event occured in Microsoft Dynamics 365 or when data changed in Microsoft Excel to perform action in Microsoft Dynamics 365. Automated data exchange and custom actions allow reduce manual work and improve performance. Also, in most cases data exchange and sync can be implemented using event-driven or scheduled approach.
Yes, you can. Onlizer supports connection of multiple services like Microsoft Dynamics 365 and Microsoft Excel to the same account. We do not limit count of connections but even encourage you to connect more services to make our solutions most useful at scale.
Using powerful API connectors modules and visual tools you can connect Microsoft Dynamics 365 and Microsoft Excel with 300+ services like: