Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.
Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.Microsoft Excel Integrations
Autotask + Microsoft Dynamics CRMAdd every new Autotask account to Microsoft Dynamics CRM Read More...
Microsoft Excel + TrelloCreate a new card in Trello on a new row in Excel Read More...
It's easy to connect Microsoft Dynamics CRM + Microsoft Excel without coding knowledge. Start creating your own business flow.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new row is added to a table in a spreadsheet.
Triggers when a new worksheet is added to a spreadsheet.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Adds a new row to the end of a specific table.