CRM & ERP systems • Microsoft

Microsoft Dynamics CRM 365 and Microsoft Excel integration

Q: Why is Albato the best alternative to Zapier for integrating Microsoft Dynamics CRM 365 and Microsoft Excel?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Microsoft Dynamics CRM 365 and Microsoft Excel. It’s super easy to use, and you can create powerful workflows without the hassle.What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Microsoft Dynamics CRM 365 and Microsoft Excel, Albato is the way to go!

Build smart, no-code workflows with Microsoft Dynamics CRM 365 and Microsoft Excel using triggers, actions, and AI logic—automate any process in minutes.

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Efficient transaction management = lower costs

Move your historical data in just a few clicks

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Trusted by 10,000+ teams around the world

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Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

David K.

Triggers and actions for Microsoft Excel and Microsoft Dynamics CRM 365 integration

In Microsoft Dynamics CRM 365 and Microsoft Excel integration triggers start workflows when something happens, while actions make changes in response.

Triggers 3

A New Entity

Triggers

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Updating an Entity

Triggers

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New row

Triggers

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Actions 8

Create an Entity

Actions

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Update an Entity

Actions

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Add row

Actions

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Get row by number

Actions

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What users say about Albato

Great Zapier Alternative. Albato has great potential and offers an incredibly generous deal right now.

Verified user

G2 reviews

A good alternative to zapier, make and IFTT. I like the prices they are really cheap compared to the other companies. The support team and the documentation is on point. The UI and the automations possible are what I love most about Albato.

Rida Z.

G2 reviews

Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

David K.

G2 reviews

A tool which is best fit for Automation newbie! The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals.

Keith T.

G2 reviews

How to Connect Microsoft Dynamics CRM 365 to Microsoft Excel

Create powerful Microsoft Dynamics CRM 365 integration with Microsoft Excel in just a few simple steps.

STEP 1

Connect Microsoft Dynamics CRM 365 to Microsoft Excel

Log in to Albato, select Microsoft Dynamics CRM 365 and Microsoft Excel, and follow the quick setup steps—no coding required. Integrate Microsoft Dynamics CRM 365 with Microsoft Excel with just a few clicks!

STEP 2

Build a workflow for your Microsoft Dynamics CRM 365 and Microsoft Excel integration

Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.

Trigger

Actions

STEP 3

Map your data

Pick the fields you want to transfer between Microsoft Dynamics CRM 365 and Microsoft Excel. Customize the data flow to match your process.

Synс data

Launch your integration!

Start your FREE 7-day trial to activate the Microsoft Dynamics CRM 365 + Microsoft Excel integration and access all premium features.

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Integrating Excel with Microsoft Dynamics CRM 365 through Albato streamlines your data management and customer relationship tasks seamlessly. Albato is a powerful platform designed to simplify the integration process, enabling users to connect their favorite applications without any technical complexities. With its intuitive automation builder, Albato makes it easy to set up triggers and actions - triggers being the events that kick off an automation, and actions being the tasks performed in response. Imagine automating the process where a new customer entry is added to an Excel spreadsheet (New row trigger in Excel), and then having that same data create a new customer entity in Microsoft Dynamics CRM 365 (Create an Entity action). This Excel to Microsoft Dynamics CRM 365 integration ensures that your customer information is always synchronized, reducing manual data entry and enhancing efficiency.

Microsoft Excel integration with Microsoft Dynamics CRM 365

Microsoft Dynamics CRM 365

Enhance CRM automation with Microsoft Dynamics 365 integration via Albato, connecting you to over 1,000+ popular applications. Automate workflows triggered by new or updated entities, and perform actions such as creating, updating, and searching for entities by ID. Integrate with sales tools, marketing platforms, and business intelligence systems to streamline customer relationship management.

Microsoft Excel

Leverage Albato's integration capabilities to connect Excel with over 1,000+ popular applications, including Miro, Trello, Typeform, and Google Sheets. This powerful integration allows you to automate actions such as adding, finding, or deleting rows in Excel based on triggers from these connected apps. For instance, a new form entry in Typeform can automatically add a new row in Excel, or a task update in Trello can modify an existing row. This seamless connection between Excel and other tools streamlines data management, ensuring your spreadsheets are always up-to-date and accurately reflect your operational data. Enhance your data organization and analysis by integrating Excel with Albato, simplifying workflows across various platforms.

Learn how to connect Microsoft Excel to Microsoft Dynamics CRM 365

4 min. read

Microsoft Dynamics CRM 365: Get the most out of your CRM software with automation

In this article, you will learn how Microsoft Dynamics CRM helps businesses manage customer data, generate leads, engage clients, and resolve issues.

Frequently asked questions about Microsoft Dynamics CRM 365 and Microsoft Excel Integration

Why is Albato the best alternative to Zapier for integrating Microsoft Dynamics CRM 365 and Microsoft Excel?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Microsoft Dynamics CRM 365 and Microsoft Excel. It’s super easy to use, and you can create powerful workflows without the hassle.

What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Microsoft Dynamics CRM 365 and Microsoft Excel, Albato is the way to go!

Does Microsoft Dynamics CRM 365 integrate with Microsoft Excel on the free plan?

Yes, you can integrate Microsoft Dynamics CRM 365 with Microsoft Excel using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Microsoft Excel and Microsoft Dynamics CRM 365 integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Microsoft Dynamics CRM 365 Microsoft Excel integration at no cost.

How to connect Microsoft Excel to Microsoft Dynamics CRM 365 for scheduled syncs?

To sync Microsoft Excel with Microsoft Dynamics CRM 365 on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Microsoft Dynamics CRM 365 integration with Microsoft Excel seamless and tailored to your specific needs.

Does Microsoft Dynamics CRM 365 integrate with Microsoft Excel in real time?

Yes, Microsoft Dynamics CRM 365 integrates with Microsoft Excel in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
Webhook Triggers: These triggers activate your Microsoft Dynamics CRM 365 integration with Microsoft Excel instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Microsoft Dynamics CRM 365 and Microsoft Excel integration.
You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Microsoft Excel integration with Microsoft Dynamics CRM 365, ensuring your workflows operate according to your requirements.

How to connect Microsoft Dynamics CRM 365 to Microsoft Excel?

Setting up an integration between Microsoft Dynamics CRM 365 and Microsoft Excel on Albato is simple and requires no technical skills. Just follow these steps:

Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
Go to the Integrations section and select Microsoft Dynamics CRM 365 and Microsoft Excel from the list of available apps.
Choose triggers and actions. You’ll need to define an event in Microsoft Dynamics CRM 365 (the trigger) that will cause an action in Microsoft Excel, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between Microsoft Dynamics CRM 365 and Microsoft Excel, ensuring accurate data transfer.

Once the integration is live, data will flow seamlessly between Microsoft Dynamics CRM 365 and Microsoft Excel, automating your workflows and saving you time.

How to connect Microsoft Dynamics CRM 365 to Microsoft Excel to sync historical data?

To sync Microsoft Dynamics CRM 365 with Microsoft Excel and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Microsoft Excel integration with Microsoft Dynamics CRM 365, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

How to connect Microsoft Excel to Microsoft Dynamics CRM 365 for two-way synchronization?

To integrate Microsoft Excel with Microsoft Dynamics CRM 365 for two-way synchronization, Albato uses a system of triggers and actions. You can link Microsoft Dynamics CRM 365 to Microsoft Excel by setting up two separate automations. The first automation sent data from Microsoft Dynamics CRM 365 to Microsoft Excel. For instance, when a record is created or updated in Microsoft Dynamics CRM 365, the automation ensures the changes are reflected in Microsoft Excel. The second automation works in reverse, updating Microsoft Dynamics CRM 365 when changes occur in Microsoft Excel.
To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Microsoft Excel Microsoft Dynamics CRM 365 integration and keeps your data consistent across both platforms.

Build your automation for free!

Get started

Microsoft Dynamics CRM 365 and Microsoft Excel integration

Clear pricing with no hidden fees

Efficient transaction management = lower costs

Move your historical data in just a few clicks

Talk to support that actually helps—fast

Trusted by 10,000+ teams around the world

Triggers and actions for Microsoft Excel and Microsoft Dynamics CRM 365 integration

A New Entity

Updating an Entity

New row

Create an Entity

Update an Entity

Add row

Get row by number

What users say about Albato

How to Connect Microsoft Dynamics CRM 365 to Microsoft Excel

Connect Microsoft Dynamics CRM 365 to Microsoft Excel

Build a workflow for your Microsoft Dynamics CRM 365 and Microsoft Excel integration

Map your data

How does the integration with Microsoft Dynamics CRM 365 and Microsoft Excel works in Albato?

Microsoft Excel integration with Microsoft Dynamics CRM 365

Microsoft Dynamics CRM 365

Microsoft Excel

Learn how to connect Microsoft Excel to Microsoft Dynamics CRM 365

Microsoft Dynamics CRM 365: Get the most out of your CRM software with automation

Frequently asked questions about Microsoft Dynamics CRM 365 and Microsoft Excel Integration

Why is Albato the best alternative to Zapier for integrating Microsoft Dynamics CRM 365 and Microsoft Excel?

Does Microsoft Dynamics CRM 365 integrate with Microsoft Excel on the free plan?

How to connect Microsoft Excel to Microsoft Dynamics CRM 365 for scheduled syncs?

Does Microsoft Dynamics CRM 365 integrate with Microsoft Excel in real time?

How to connect Microsoft Dynamics CRM 365 to Microsoft Excel?

How to connect Microsoft Dynamics CRM 365 to Microsoft Excel to sync historical data?

How to connect Microsoft Excel to Microsoft Dynamics CRM 365 for two-way synchronization?

Build your automation for free!