How to connect Microsoft Excel and Microsoft Dynamics
Popular Workflows for Microsoft Excel and Microsoft Dynamics Integration
The integration of Microsoft Excel and Microsoft Dynamics 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 Excel and Microsoft Dynamics
Looking for an efficient way to automate your workflow processes between Microsoft Excel and Microsoft Dynamics? 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 Excel and Microsoft Dynamics Integration Price
If you have decided to use a workflow automation tool to connect Microsoft Excel and Microsoft Dynamics, it's important to carefully analyze the cost of integration.
If you're looking to integrate Microsoft Excel and Microsoft Dynamics with the help of automation services, we've got you covered. We've gathered and organized pricing information and created a table below showing details for 100, 1K, 10K and 100K basic automations per month.
Basic automations consist of a trigger and a single action. For instance, creating a task every time a form is filled out is an example of 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 Excel and Microsoft Dynamics
Typically, when connecting Microsoft Excel and Microsoft Dynamics, you're searching for an automation that meets your business requirements.
Automations serve as a workflows that connect your applications, automating a business process. The Trigger acts as the event that initiates the automation, while the Action denotes the executed event.
Our extensive collection of available Triggers and Actions from various Workflow Automation Platforms allows you to fully assess integration possibilities and make informed decisions on integrating Microsoft Excel with Microsoft Dynamics.
When this happens
Select a Trigger
Do this
Select an Action
How to setup Microsoft Excel and Microsoft Dynamics integration
Step 1: Use a Workflow Automation Service that is compatible with both Microsoft Excel and Microsoft Dynamics. Choose automation platform
60 seconds
60 secondsStep 2: Securely authenticate Microsoft Excel and Microsoft Dynamics on the chosen automation service before proceeding.
60 seconds
60 secondsStep 3: Select a Trigger for Microsoft Excel that will initiate your automation flow. Explore Triggers
15 seconds
15 secondsStep 4: Choose an appropriate Action to be executed by Microsoft Dynamics once your automation scenario is triggered. Explore Actions
15 seconds
15 secondsStep 5: Configure the data that is exchanged between Microsoft Excel and Microsoft Dynamics.
120 seconds
120 secondsStep 6: Test and publish your integration. That's it! Enjoy the benefits of no-code automation!
More integrations to Microsoft Excel
Take a look at the list of additional well-known Microsoft Excel integrations. Microsoft Excel Integrations
More integrations to Microsoft Dynamics
Explore our list of other popular Microsoft Dynamics integrations to find new automation scenarios. Microsoft Dynamics Integrations
Frequently Asked Questions
Does Microsoft Excel integrate with Microsoft Dynamics?
- You can connect Microsoft Excel and Microsoft Dynamics automatically using no-code Workflow Automation Tool. Use Zapier or n8n.io to link Microsoft Excel and Microsoft Dynamics.
Can you Integrate Microsoft Excel and Microsoft Dynamics for free?
- Yes, you can use the free plan of Zapier to connect Microsoft Excel to Microsoft Dynamics for free, albeit with some limitations. You can use open source workflow automation tool n8n.io to self-host your integration script between Microsoft Excel and Microsoft Dynamics.