Sync Microsoft Dynamics CRM data to Sourcetable
Microsoft Dynamics CRM
All your business data, synced in a spreadsheet.
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.
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.
Accessibility
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 make the most of Microsoft Dynamics CRM with Sourcetable
Smart Templates
Use intuitive out of the box templates to merge sales and customer data, and enhance data collaboration across your entire organisation
Quick Analysis
Analyze Microsoft Dynamics CRM data alongside findings from complementary platforms, and generate cross-channel reports in the blink of an eye
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.
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Software as a Service
(SaaS) companies -
Retail online stores
(eCommerce) -
B2B Platforms
-
B2C Marketplaces
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Subscription services
Popular Use Reports & Use Cases
Create automated reports using Microsoft Dynamics CRM data
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Compare Microsoft Dynamics CRM customer support tickets with Segment data
Microsoft Dynamics CRM + Segment
Analyze customer support performance to predict churn
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Combine MySQL user table and Microsoft Dynamics CRM tickets for cohort analysis
Microsoft Dynamics CRM + MySQL
What makes Sourcetable special?
Interconnectivity
Connect, sync and query data from Microsoft Dynamics CRM with findings from 30+ other sources, to drive decisions and improve customer relations
Automation
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
Collaboration
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?
How easy is it to visualize my Microsoft Dynamics CRM data using Sourcetable?
What common integrations do people combine with Microsoft Dynamics CRM?