Microsoft Dynamics CRM Excel

Visualise CRM Data with Microsoft Office Excel

Add, visualise, and modify CRM data directly in Microsoft Office Excel®. Microsoft Dynamics CRM makes it easy for users to analyse and manipulate customer data using tables and formulas. Excel helps users quickly create professional-looking reports and financial sales forecasts based on customer purchasing trends, product performance, and other CRM data. Synchronising data between Excel and Microsoft Dynamics CRM is quick and simple, helping people stay up to date with tools they already use.

Microsoft Dynamics CRM data dynamically links to Excel to seamlessly create professional-looking and actionable reports.

 

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