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 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 Dynamics CRM Integrations
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It's easy to connect Microsoft Excel + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.
Triggers when a new row is added to a table in a spreadsheet.
Triggers when a new worksheet is added to a spreadsheet.
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.
Adds a new row to the end of a specific table.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
According to Microsoft, Excel is a spreadsheet application that provides a convenient way to create and analyse data. It helps the users to store, access, and track data in their computers. It also provides features such as graphs, charts, and pivot tables. The users can add formulas and functions to the data in the cells of the worksheet. They can also create charts and tables to summarise or display the data in any form they want .
Microsoft Dynamics CRM is an extension of the Microsoft Dynamics suite and is a client-server based application available for small and medium sized businesses. It is a software platform that automates and streamlines business processes and workflows. It provides support for sales, service, marketing, finance, and operations .
According to Microsoft, Microsoft Dynamics CRM 4.0 is a set of business applications that help in monitoring customer interactions, managing company information, and planning sales activities . Microsoft Dynamics CRM 4.0 is one of the most important tops for businesses because it helps them in maintaining relationships with their customers by enhancing communication. It also provides a means to monitor and measure customer interactions and plan sales activities . It offers features like:
· Campaign management. This feature helps in sending e-mails and other reminders to customers through different channels.
· Sales automation. This feature helps in automating sales process by creating sales orders on the basis of customer’s requirements.
· Marketing automation. This feature enables you to send out promotional mails to customers on different occasions.
· Business Intelligence. This feature helps in accessing real time data about company’s customers, products, etc.
· Social media integration. This feature enables you to access information regarding your customers from various social media sources
· Salesforce integration. This feature helps in integrating Microsoft Dynamics CRM with Salesforce.com’s cloud computing platform  .
Integration of Microsoft Excel with Microsoft Dynamics CRM helps businesses in bringing out the best of both the platforms. By using Excel, users get the power of numerical processing of data. On the other hand, by using Microsoft Dynamics CRM, users get access to the complete social media activity of their customers . They can port all this information into Excel sheet to analyse it further. Integration of these two platforms helps businesses in bringing out the best of both the platforms. An example of this integration is given below:
Step 1. Open Excel Sheet. A new excel sheet will open up. The user will have to select “From Other Sources” option in the “Home” tab under “Get External Data” group.
Step 2. Choose “Microsoft Dynamics CRM 4.0” in the list of trusted data sources. A new window will appear with different options in it. Select “Microsoft Dynamics CRM 4.0 Server URL” option in this window. Then click “OK” button. A new window will open up with options like “Organization Name”, “Web Service URL”, “User Name”, “Password”, etc., select all these options apart from “Web Service URL” option. Then click “Connect” button. A new window will open up with options like “Entity Name”, “Select Record Type”, “Record Id”, etc., select all these options apart from “Select Record Type” option. Then click “Next >” button. After clicking “Next >” button, there are three tabs in which you have to fill up some details. They are “Connection Properties” tab, “Query Properties” tab, and “Recordset Properties” tab. Now fill up details in these tabs as shown below in Figures 1-3 respectively. After filling up details in these tabs hit “Finish” button. Now the user will have to select the cell range in which he wants to insert data from MS Dynamics CRM 4.0 server. After selecting cell range click on Data tab under Home tab in Excel 2007 menu bar then select “From Other Sources” option under Get External Data group. A new window will open up with different options in it. Select “Microsoft Dynamics CRM 4.0 Server URL” option in this window then click OK button. After clicking OK button a new window will open up which will show you all contact details of all contacts related to the business account selected in above step 6. If you want to see details of any contact enter its name in the text field adjacent to “Filter Contacts list by Name” option then click on Browse button or hit CTRL+F key simultaneously which will take you directly to that contact detail sheet on MS Dynamics CRM 4.0 server  . User can now search for any required contact details using different fields like First Name, Last Name, Email Address, Phone Number etc., after finding required contact details user can copy these details into Excel sheet cells by simply clicking on them or drag them into any desired cells of excel sheet or he can also drag an entire row or cpumn into excel sheet which will lead him to copy all contact records either selected or not selected into corresponding cells of excel sheet . Figure 2 shows the contact details of the contact selected while entering his name while Figure 3 shows contact details of different contacts copied into corresponding cells of Excel sheet using drag and drop method .
Figure 1 Figure 2 Figure 3
Apart from above mentioned method user can also copy single record information into excel sheet by simply selecting required record (records. then copying it (them. into corresponding cells of excel sheet by hitting CTRL+C key simultaneously . An example is given below. User has selected four records (records 1 to 4. while searching for specific contact details (record 2. mentioned above while user has also selected another record (record 5. which is not required (see Figure 4. If user wants only records 2 to 4 so he has to select them after selecting record 5 by hitting CTRL+shift+left arrow key simultaneously  . After selecting records 2 to 4 copy them by hitting CTRL+C key simultaneously . Now user has two options he can either delete records which are not required or he can paste records which are required into corresponding cells by hitting CTRL+V key simultaneously . In our case we have deleted record 5 by hitting CTRL+Z key simultaneously . Now user has only records 2 to 4 so he has pasted them into corresponding cells by hitting CTRL+V key simultaneously . After pasting records 2 to 4 user has deleted unnecessary cpumns from excel sheet by hitting DELETE key twice . Finally if user wants to save changes made by him then he should hit CTRL+S key simultaneously . Figure 5 shows an example of an excel sheet after inserting contacts from MS Dynamics CRM 4.0 server into excel sheet using above mentioned methods . User can also use Excel pivot table top to bring out the best of both the platforms i.e., MS Dynamics CRM 4.0 and MS Excel 2007/2010 by converting data into table format . For better understanding let us take an example consider a scenario where we have a table containing 1500 rows and 10 cpumns each representing different fields such as first name, last name, email address etc., for example Table 1 represents payrpl information for employees working at ABC company . Now we want to convert this table into Pivot Table so we can do it just by dragging and dropping entire table into Pivot Table top which will convert this table into pivot table and give us total number of employees working for ABC company along with other information like total salary earned by ABC company employees, total salary earned by female employees working for ABC company and total salary earned by male employees working for ABC company (see Figure 6. User can check number of employees working for ABC company before converting this table into pivot table (see Figure 7. and number of employees working for ABC company after conversion (see Figure 8. Using Pivot Table top user can easily bring out the best of both MS Dynamics CRM 4.0 and MS Excel 2007/2010 platforms by analysing data like Total Salary Earned by Male Employees Working for
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