Sourcetable transforms your Microsoft Dynamics 365 CRM data into actionable insights in a familiar spreadsheet interface.
Sourcetable transforms your Microsoft Dynamics 365 CRM data into actionable insights in a familiar spreadsheet interface.
Access real-time CRM data instantly. Our automatic syncing pulls in up-to-date customer information, saving hours on manual updates and accelerating administrative tasks.
Reveal hidden opportunities with AI-powered queries and charts. Spot trends in customer relationships and sales patterns that drive growth across multiple platforms.
Build powerful reports using Excel formulas you already know. Create custom dashboards that update automatically, leveraging Dynamics 365's hyperconnected system to connect people, data, and processes.
Enable data-driven decisions across your organization. Sales, marketing, and customer service teams can analyze CRM data without SQL knowledge, accelerating company-wide insights and improving customer relationships.
Gain insights into your Microsoft Dynamics 365 CRM data using natural language queries with Sourcetable AI.
Make your Microsoft Dynamics 365 CRM data accessible. Use one of our 100+ integrations to sync your data in real-time.
Create reports that automatically update daily, weekly, or monthly as your data changes.
Ditch complex dashboards. Bridge the gap between your data and reporting software.
Export any data out of Microsoft Dynamics 365 CRM into a CSV file, millions of rows at a time.
Connect Microsoft Dynamics 365 CRM to Sourcetable
Let Sourcetable talk to your Microsoft Dynamics 365 CRM account in real-time to Sourcetable. No coding skills required.
Sync your Microsoft Dynamics 365 CRM data to a workbook
View your data in a workbook to create auto-updating spreadsheets and reports.
Gain insights into your Microsoft Dynamics 365 CRM data
Answer any question about your Microsoft Dynamics 365 CRM data with Sourcetable's AI assistant.
Unlock your data's full potential with Sourcetable. Automate reporting and analyze data from any app with Sourcetable AI.
Give your team the power to ask questions about your Microsoft Dynamics 365 CRM data in a spreadsheet.
Team Purple
Chris Aubuchon
@ChrisAubuchon
Spreadsheets are still the best interface for so many real world projects, it's time for @SourcetableApp to give them a reboot
Micah Alpern
@malpern
Love seeing innovation in this space after so many decades with very little.