Gain Insights Into Your Microsoft Dynamics 365 CRM Data with Sourcetable

Let anyone on your team ask questions about your Microsoft Dynamics 365 CRM data in a familiar spreadsheet interface. Automate reporting, charting, and more. Connect Microsoft Dynamics 365 CRM with Sourcetable to get started.

Unleash the Power of Dynamics 365 CRM Data

Sourcetable transforms your Microsoft Dynamics 365 CRM data into actionable insights in a familiar spreadsheet interface.

Sync Without Code

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.

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Uncover Insights Fast

Reveal hidden opportunities with AI-powered queries and charts. Spot trends in customer relationships and sales patterns that drive growth across multiple platforms.

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Automate Like a Pro

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.

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Empower Your Team

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.

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Give your team the tools to unlock your Microsoft Dynamics 365 CRM data

AI Spreadsheet

Gain insights into your Microsoft Dynamics 365 CRM data using natural language queries with Sourcetable AI.

Data Tables

Make your Microsoft Dynamics 365 CRM data accessible. Use one of our 100+ integrations to sync your data in real-time.

Report Automation

Create reports that automatically update daily, weekly, or monthly as your data changes.

Business Intelligence

Ditch complex dashboards. Bridge the gap between your data and reporting software.

Export Microsoft Dynamics 365 CRM To CSV

Export any data out of Microsoft Dynamics 365 CRM into a CSV file, millions of rows at a time.

Start analyzing your Microsoft Dynamics 365 CRM data in Sourcetable

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Step 1

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.

Step 2

Sync your Microsoft Dynamics 365 CRM data to a workbook

View your data in a workbook to create auto-updating spreadsheets and reports.

Step 3

Gain insights into your Microsoft Dynamics 365 CRM data

Answer any question about your Microsoft Dynamics 365 CRM data with Sourcetable's AI assistant.

Over 100+ data integrations to choose from

Unlock your data's full potential with Sourcetable. Automate reporting and analyze data from any app with Sourcetable AI.

Checkout out all of our integrations

Try Sourcetable

Give your team the power to ask questions about your Microsoft Dynamics 365 CRM data in a spreadsheet.

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Integrate Microsoft Dynamics 365 CRM With Sourcetable

Try Sourcetable to gain valuable insights from your Microsoft Dynamics 365 CRM data in a familiar spreadsheet interface.

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