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.
Sourcetable transforms your Microsoft Dynamics 365 CRM data into actionable insights in a familiar spreadsheet interface.
Try for freeSync 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
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.
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.
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Quickbooks
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Salesforce
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Hubspot
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Stripe
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Shopify
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MySQL
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Postgres
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MongoDB
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Google Ads
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Google Analytics
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Facebook Ads
- More 99+ Integrations
Try Sourcetable
Give your team the power to ask questions about your Microsoft Dynamics 365 CRM data in a spreadsheet.
Team Purple
See what people are saying about Sourcetable
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.
Sourcetable Frequently Asked Questions
How do I analyze data?
To analyze spreadsheet data, just upload a file and start asking questions. Sourcetable's AI can answer questions and do work for you. You can also take manual control, leveraging all the formulas and features you expect from Excel or Google Sheets.
What data sources are supported?
We currently support a variety of data file formats including spreadsheets (.xls, .xlsx, .csv), tabular data (tsv), database data (MySQL, PostgreSQL, MongoDB), application data, and most plain text data.
What is the maximum file size?
Sourcetable supports files up to 10gb in size. Larger file limits are available upon request. For best AI performance on large datasets, make use of pivots and summaries.
Can I analyze spreadsheets with multiple tabs?
Yes! Sourcetable's AI makes intelligence decisions on what spreadsheet data is being referred to in the chat. This is helpful for tasks like cross-tab VLOOKUPs. If you prefer more control you can also refer to specific tabs by name.
Can I generate data visualizations?
Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. All visualizations are downloadable and can be exported as interactive embeds.
Is Sourcetable programmable?
Yes. Regular spreadsheet users have full A1 formula-style referencing at their disposal. Advanced users can make use of Sourcetable's SQL editor and GUI, or ask our AI to write code for you.
Is there a discount for students, professors, or teachers?
Currently, Sourcetable is free for students and faculty, courtesy of free credits from OpenAI and Anthropic. Once those are exhausted, we will skip to a 50% discount plan.
Is this free?
Yes! By default all users receive a free trial with enough credits too analyze data. Once you hit the monthly limit, you can upgrade to the pro plan.
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.