Connect Microsoft Dynamic 365 to MS Excel to Make Data-Driven Decisions

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What is Microsoft Dynamic 365?

Microsoft Dynamics 365 is a suite of intelligent business applications that help large enterprises streamline their operations and make data-driven decisions. By integrating CRM and ERP capabilities, Microsoft Dynamics 365 enables organizations to effectively manage their sales, customer service, finance, and operations. With its extensive customization options and advanced analytics capabilities, enterprises can gain a comprehensive view of their business processes, identify areas for improvement, and drive growth.

What is MS Excel?

MS Excel is a versatile spreadsheet application that is widely used by enterprises for data management, analysis, and visualization. Its robust features and functions enable businesses to organize, analyze, and visualize large volumes of data, making it an essential tool for decision-makers. With its familiar interface and extensive customization options, MS Excel empowers users to create custom dashboards, perform complex calculations, and generate insightful reports, helping organizations make data-driven decisions and optimize their operations.

Connecting Microsoft Dynamic 365 to MS Excel

Connecting Microsoft Dynamics 365 to MS Excel can be achieved through various methods, including:

  • Using Microsoft Dynamics 365's built-in Excel templates to export data directly into MS Excel for further analysis.
  • Utilizing the Excel Data Connector, which allows users to establish a direct connection between Microsoft Dynamics 365 and MS Excel, enabling real-time data synchronization and access to up-to-date information.
  • Employing Power Query, a powerful data extraction tool in MS Excel, to import data from Microsoft Dynamics 365 and perform advanced data transformations and analysis.
  • Integrating Microsoft Dynamics 365 with Power BI, a business intelligence tool that enables users to create interactive dashboards and reports, which can then be exported to MS Excel for further analysis.
  • Opting for a dedicated data extraction and load solution like Improvado, which automates the data connection process and unlocks a wide range of metrics and dimensions for comprehensive analysis.

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We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
Waleed Noury
Senior Media Analyst
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Connecting Microsoft Dynamic 365 to MS Excel with Improvado

Improvado is the ideal solution for connecting Microsoft Dynamics 365 to MS Excel, as it offers a seamless and efficient way to extract, transform, and load data between the two platforms. With Improvado's advanced data pipeline, businesses can centralize their marketing and sales data to gain a holistic view of their performance. The platform is highly customizable, allowing users to tailor the data extraction process to their unique needs and requirements. Furthermore, Improvado's ability to handle large volumes of data ensures that enterprises can scale their data integration efforts with ease. Finally, the high-quality customer support provided by the Improvado team ensures that users receive prompt assistance when needed, making the entire data integration process a breeze.

Summary of connection Microsoft Dynamic 365 to MS Excel

In summary, connecting Microsoft Dynamics 365 and MS Excel is essential for enterprises that wish to leverage the full potential of their data. By utilizing a powerful solution like Improvado, businesses can streamline their data integration process, unlock valuable insights, and make data-driven decisions. Improvado's scalable, customizable platform, combined with its ability to centralize marketing and sales data, ensures that enterprises can efficiently manage their data connections while maintaining control over their data analysis. To learn more about how Improvado can help your business, book a call with one of our experts today.

Reliable insights with Improvado

Trusted by the leading data-driven companies, Improvado is an advanced marketing analytics providing businesses with fully automated no-code data pipelines: from data to insights.

  • Reliable data pipeline — automatically get analysis-ready data from hundreds of marketing platforms.
  • Any BI platform — clean and consistent dashboards in Looker Studio, Tableau, and PowerBI.
  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
  • Best in class Customer Success – dedicated CSMs and Professional Services to build custom data connectors and modify dashboards.
Improvado helps ASUS streamline global marketing reporting.
Illy employs Improvado to unify marketing data from 140 regional branches.
Activision relies fully on Improvado for its marketing dashboard.

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