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Integrate Excel with Dynamics 365
Many people still use MS Excel today, and for good reason. It’s a well-established spreadsheet program that has powerful features for calculating complex data and much more. What it lacks though is enhanced security for sharing, change tracking (unless you are using it in SharePoint, inability to track historical performance & numbers and the inability to capture activities. So how do we get around that? Well, one solution is to integrate it with another application that has all of those capabilities – such as Dynamics 365.
Dynamics 365 and its built in Excel tools
Dynamics 365 already has some pretty cool built in Excel features such as on-demand basic importing and creation of templates
However, its import utility lacks features for complex data. Furthermore, it doesn’t have a pre-built way of automating an integration between your ongoing excel workbook repositories and Dynamics. For example, many organizations today still take advantage of Excel to capture key financials for their ongoing operations, simply because of its ease of use of entering data and its built in complex formulations. This may seem like a point where you should give up and move on, but there is a solution.
Build a custom integration using other available tools
Beringer has created a custom solution to integrate Excel with Dynamics 365 using powerful cloud computing services like Azure and highly supported .NET libraries readily available to Developers in NuGet, the popular package manager for .NET developers.
Your key decision makers have the flexibility to choose how the data gets pushed to Dynamics 365 with a custom solution. After it’s in Dynamics, your power users can create drill down charts and dashboards using built in features in Dynamics to track performance.
Additionally, your teammates can track their activities against the imported data, from appointment scheduling to email correspondence.
If you have questions about integrating Excel with Dynamics 365, give us a call.
Beringer Technology Group, a leading Microsoft Gold Certified Partner specializing in Microsoft Dynamics 365 and CRM for Distribution also provides expert Managed IT Services, Backup and Disaster Recovery, Cloud Based Computing, Email Security Implementation and Training, Unified Communication Solutions, and Cybersecurity Risk Assessment.