How to connect Microsoft Dynamics and Microsoft Excel
Popular Workflows for Microsoft Dynamics and Microsoft Excel Integration
The integration of Microsoft Dynamics and Microsoft Excel can help simplify your workflow processes and improve productivity. Here are some popular workflows that can be achieved through their integration.
- Add important tasks to a personal to-do list
- Save files to the cloud storage
- Distribute content across social media platforms
- Engage new leads with a personalized message
- Register new leads for webinars to nurture them
- Add leads to a nurture campaign
- Enroll customer in an online course
Workflow Automation Platforms supported by Microsoft Dynamics and Microsoft Excel
Looking for an efficient way to automate your workflow processes between Microsoft Dynamics and Microsoft Excel? These workflow automation platforms are designed to do just that - all without requiring any coding expertise. Browse through this list to discover the right fit for your business.
- Zapier. Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
- n8n.io. n8n is a workflow automation tool, which helps to connect different apps and tools between each other using it's open, fair-code model. n8n is available as an open-source (only fair-code use) software and as a cloud service.
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 20€/month
Microsoft Dynamics and Microsoft Excel Integration Price
No-code or low-code automation tools offer an excellent solution for optimizing your workflow and streamlining tasks by integrating Microsoft Dynamics and Microsoft Excel. Nevertheless, understanding the pricing aspects is crucial.
Need to know the pricing information for automation services supporting Microsoft Dynamics and Microsoft Excel integration? We've done the hard work for you! Check out our table below for details based on 100, 1K, 10K and 100K basic automations per month.
Basic automation includes only one trigger and one action, making it simple. For instance, creating a record in database every time a task is completed is a basic automation.
Automation Platform | 100 | 1K | 10K | 100K |
---|---|---|---|---|
Volume: 100 Plan: Free $0 Volume: 1K Plan: Starter $58.5 Volume: 10K Plan: Professional $193.5 Volume: 100K Plan: Professional $733.5 | $0 Free | $58.5 Starter | $193.5 Professional | $733.5 Professional |
Volume: 100 Plan: Starter $20 Volume: 1K Plan: Starter $20 Volume: 10K Plan: Pro $50 Volume: 100K Plan: | $20 Starter | $20 Starter | $50 Pro |
Triggers and Actions supported by Microsoft Dynamics and Microsoft Excel
When integrating Microsoft Dynamics and Microsoft Excel, you are usually looking for automation suitable for your business request.
Automations are workflows that link your applications to fully automate repetitive tasks. A Trigger serves as the initiating event of an Automation, while an Action denotes the event executed by the Automation.
We've taken great care in collecting every available Trigger and Action from multiple Workflow Automation Platforms, enabling you to evaluate integration possibilities and make an informed decision on connecting Microsoft Dynamics and Microsoft Excel.
When this happens
Select a Trigger
Do this
Select an Action
How to setup Microsoft Dynamics and Microsoft Excel integration
Step 1: Choose a Workflow Automation Service supported by Microsoft Dynamics and Microsoft Excel. Choose automation platform
60 seconds
60 secondsStep 2: Authenticate Microsoft Dynamics and Microsoft Excel on the chosen automation service.
60 seconds
60 secondsStep 3: Pick a suitable Trigger for Microsoft Dynamics that will kickstart your automation workflow. Explore Triggers
15 seconds
15 secondsStep 4: Choose an appropriate Action to be executed by Microsoft Excel once your automation scenario is triggered. Explore Actions
15 seconds
15 secondsStep 5: Configure the data that is exchanged between Microsoft Dynamics and Microsoft Excel.
120 seconds
120 secondsStep 6: Finalize your integration by testing and publishing it. Voila! Sit back and enjoy the no-code automation.
More integrations to Microsoft Dynamics
Explore our list of other popular Microsoft Dynamics integrations to find new automation scenarios. Microsoft Dynamics Integrations
More integrations to Microsoft Excel
Take a look at the list of additional well-known Microsoft Excel integrations. Microsoft Excel Integrations
Frequently Asked Questions
Does Microsoft Dynamics integrate with Microsoft Excel?
- You can connect Microsoft Dynamics and Microsoft Excel automatically using no-code Workflow Automation Tool. Use Zapier or n8n.io to link Microsoft Dynamics and Microsoft Excel.
Can you Integrate Microsoft Dynamics and Microsoft Excel for free?
- Yes, you can use the free plan of Zapier to connect Microsoft Dynamics to Microsoft Excel for free, albeit with some limitations. You can use open source workflow automation tool n8n.io to self-host your integration script between Microsoft Dynamics and Microsoft Excel.