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Sync Microsoft Dynamics CRM data to Sourcetable

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management (CRM) software provided by Microsoft, which helps businesses manage customer databases, generate new leads, engage with customers and resolve customer service issues. It can be used to track important CRM KPIs such as Average Sales Value, Renewal Rate and Monthly Recurring Revenue (MRR).

Sync Microsoft Dynamics CRM data to Sourcetable

Microsoft Dynamics CRM logo
Sourcetable logo

Find out how to make the most of your Microsoft Dynamics CRM data with Sourcetable

Sourcetable Benefits

Data & analytics

Microsoft Dynamics CRM helps businesses expedite communication and improve customer relationships with a comprehensive suite of productivity tools, combining all relevant sales, marketing and customer service applications in a single platform. Syncing data from Microsoft Dynamics CRM to Sourcetable lets users query it alongside data from other platforms in a single spreadsheet, analyzing key metrics at a glance.

Different charts and graphs as an example of data and analytics like Churn, LTV, ROAS, etc.

All your business data in one place

Sourcetable intuitively brings together key data from over 30 different platforms and databases, including Microsoft Dynamics CRM - allowing teams to gauge ongoing performance at a glance, automate processes and inform next steps while saving time for what matters most: selling your product.

Icons of example integrations all converging into a sourcetable spreadsheet representing how you can source data from virtually any service


Syncing your Microsoft Dynamics CRM data to Sourcetable lets everyone on your team track your business’ key data quickly and easily, no knowledge of SQL required.

Find out how to get the most from Microsoft Dynamics CRM with Sourcetable

A Magic Wand

Smart Templates

Use intuitive out of the box templates to merge sales and customer data, and enhance data collaboration across your entire organisation

A Magic Wand

Quick Analysis

Analyze Microsoft Dynamics CRM data alongside findings from complementary platforms, and generate cross-channel reports in the blink of an eye

A Magic Wand

Ease Of use

Compile and query Microsoft Dynamics CRM data in one spreadsheet and identify the business insights behind the numbers, to inform and improve your customer service

Who uses Microsoft Dynamics CRM data in Sourcetable

📈 Marketing and Advertising professionals

👷🏿 Sales and Sales Ops folk

🎧 Customer Support Managers

🚀 Founders

🏢 Ecommerce businesses

Sample companies

Online businesses integrating Microsoft Dynamics CRM with Sourcetable have access to all relevant data on accounts, contacts, leads, opportunities, engagement and conversions.

  • Software as a Service

    (SaaS) companies
  • Retail online stores

  • B2B Platforms

  • B2C Marketplaces

  • Subscription services

What makes Sourcetable special?

A Magic Wand


Connect, sync and query data from Microsoft Dynamics CRM with findings from 30+ other sources, to drive decisions and improve customer relations

A Magic Wand


Use Sourcetable to automate recurring data and activities from Microsoft Dynamics CRM and other platforms, freeing up time to focus on other key aspects of your business

A Magic Wand


Create and share accessible workflow templates among members of your team, regardless of their level of tech skills

Frequently Asked Questions

How do I sync Microsoft Dynamics CRM data to Sourcetable?
Sourcetable is currently in Closed Beta. Sign up to the Beta here to tell us a little about yourself and request information on how to sync your Microsoft Dynamics CRM data.
How easy is it to visualize my Microsoft Dynamics CRM data using Sourcetable?
Sourcetable comes with a full Visualization suite including charts, graphs, conditional formatting, pivot tables and everything you might need to create shareable reports.
What common integrations do people combine with Microsoft Dynamics CRM?
Sourcetable spreadsheets are designed to be intuitive and user-friendly, so anyone can view key performance metrics from Microsoft Dynamics CRM - and other CRM platforms such as Salesforce and Zendesk - easily and at a glance.

Connect your Microsoft Dynamics CRM Data

Analyze data, automate reports and create live dashboards
for all your business applications, without code. Get unlimited access free for 14 days.