Integrate Dynamics 365
with Excel Files
Data Solutions
Connect Dynamics 365 with Excel files to automate data import and export for reporting, backup, or collaboration. Our ETL-based integration allows teams to read from or write to Excel while managing entity records with precision and control.
Sample Integration Use Case
Export CRM Data for Reporting
Your team needs to export account, contact, or opportunity data from Dynamics 365 into Excel on a recurring schedule to support reporting and cross-departmental collaboration. Using ETL workflows, this process runs automatically without manual effort.
Developed for Complex Enterprise Workloads
Our Solutions Are Built to Support
Advanced Data Workflows Across Systems
Automated Excel Output for Reporting and Sharing
Exporting data from Dynamics 365 into Excel files makes it easier to distribute insights across teams without logging into CRM.
Data Input for Bulk Updates and Migration
Read data from Excel into Dynamics 365 to support bulk creation or update of records, reducing manual entry and errors.
Aligned Data and Improved Workflows
Automate the movement of data between Dynamics 365 and Excel for reporting, updates, and collaboration.
| Scenario | Data Movement | Business Outcomes |
|---|---|---|
| Export contacts for mailing list | Dynamics 365 → Excel | Share contact data with marketing or external platforms |
| Generate sales reports | Dynamics 365 → Excel | Enable offline analysis and reporting |
| Backup key CRM data weekly | Dynamics 365 → Excel | Keep local copies for reference or compliance |
| Import lead data from Excel file | Excel → Dynamics 365 | Create lead records in CRM based on offline input |
| Update records in bulk | Excel → Dynamics 365 | Apply mass changes to contacts or accounts efficiently |
System Compatibility
Integration Tools Built for Each System
Dynamics 365
Extract data from standard and custom entities with support for change tracking, filtering, and batching.
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Excel Files
Read and write Excel data with full control over sheet names, cell ranges, formats, and file handling.
Learn MoreAccess the full suite of KingswaySoft’s SSIS Integration Toolkits
and the SSIS Productivity Pack under a single commercial license.
Comprehensive Integration Solution
Using Our SSIS Ultimate Edition
Dynamics 365 Integration Scenarios
View data integration scenarios supported by our solutions. Each example shows how our
components connect enterprise platforms and services to support practical business processes.
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More Data Integration Use Cases
See more use cases across databases,
enterprise systems, and supported application platforms.
Database Connections
Directory Services
Dynamics GP
Dynamics SL
HubSpot
Marketo
NetSuite
Oracle CRM On Demand
Oracle Marketing Cloud
Project Server
QuickBooks
Salesforce
SharePoint
