Integrate Microsoft Dynamics CRM With Sourcetable

Gain insights into your Microsoft Dynamics CRM data in a spreadsheet your whole team can use. Automate reporting, charting, and more by connecting your Microsoft Dynamics CRM account to Sourcetable.

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Maximize Customer Relationships with Dynamics CRM Data

Sourcetable brings the power of Microsoft Dynamics CRM into an intuitive spreadsheet interface.

Sync Without Code

Seamlessly integrate real-time customer data from Microsoft Dynamics CRM. Our hands-free synchronization updates your spreadsheets without any coding required, freeing up time for more strategic tasks.

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Uncover Insights Fast

Transform your CRM data into actionable insights. Use Sourcetable to quickly identify trends in customer interactions, sales performance, and service metrics that can help enhance your customer relationships.

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Automate Like a Pro

Automate complex reporting with simple spreadsheet formulas. Create dynamic reports and dashboards that utilize Microsoft Dynamics CRM data and refresh automatically, ensuring you always have the latest information at your fingertips.

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Empower Your Team

Give your team the power to make informed decisions with up-to-date CRM insights. With Sourcetable, users can dive into Microsoft Dynamics CRM data without needing specialized training, promoting data-driven decision-making across your organization.

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Give your team the tools to make the most of your Microsoft Dynamics CRM data

AI Spreadsheet

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

Data Tables

Make your Microsoft Dynamics 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.

Bulk CSV Analysis

Review millions of transactions instantly without any problems.

Start analyzing your Microsoft Dynamics CRM data in Sourcetable

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Step 1

Connect Microsoft Dynamics CRM to Sourcetable

Let Sourcetable talk to your Microsoft Dynamics CRM account in real-time to Sourcetable. No coding skills required.

Step 2

Sync your Microsoft Dynamics 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 CRM data

Answer any question about your Microsoft Dynamics 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

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Simplify your BI tooling with a spreadsheet that syncs with all your data.

Integrate Microsoft Dynamics CRM With Sourcetable

Try Sourcetable to gain valuable insights from your Microsoft Dynamics CRM data in a familiar spreadsheet interface Get unlimited access free for 14 days.