Microsoft Dynamics 365 reporting in a live spreadsheet (planned)

Planned reports

What you will build on Microsoft Dynamics 365

Each is one formula on live data. These are examples of the syntax: the column names will follow Microsoft Dynamics 365's own fields once the integration ships.

=data.deals.sum(amount, stage, A2)

Pipeline by stage. Deal value and count per stage, weighted by probability.

=data.activities.count(id, owner, A2, type, B1)

Activity scorecard. Calls, meetings and e-mails per rep and week.

=data.deals.count(id, owner, A2, stage, "Won")/(data.deals.count(id, owner, A2, stage, "Won")+data.deals.count(id, owner, A2, stage, "Lost"))

Win rate by owner. Won deals against closed deals per sales rep.

=data.deals.sum(amount, close_month, A2)

Forecast vs target. Expected revenue per month next to targets you type into the sheet.

The data

Tables from Microsoft Dynamics 365

Deals · Contacts · Companies · Activities · Owners · Pipelines

How it will run

Your data stays in Microsoft Dynamics 365

You will sign in with your Microsoft Dynamics 365 account and give Sheets read access. Sheets runs on our servers in the EU and reads your data through Microsoft Dynamics 365's API when a sheet opens or refreshes. We plan to list it in the Microsoft AppSource.

Want it?

Vote for Sheets for Microsoft Dynamics 365

A thumbs up moves Microsoft Dynamics 365 up the roadmap. Leave your e-mail address too and we write once, when it ships.

CRM: works today

HubSpotready

deals, contacts and activities

CRM: also planned

Zoho CRMplanned

deals, contacts and activities

Pipedriveplanned

deals, contacts and activities

Salesforceplanned

deals, contacts and activities

Keapplanned

deals, contacts and activities

FAQ

Questions

Is Sheets for Microsoft Dynamics 365 available?

Not yet. Microsoft Dynamics 365 is on the Sheets roadmap. Give it a thumbs up and leave your e-mail address on this page: we tell you when it is ready, and the votes decide what we build next.

What will Sheets read from Microsoft Dynamics 365?

Your deals, contacts and activities, as tables: Deals, Contacts, Companies, Activities, Owners, and Pipelines. Each table becomes a data source that formulas, pivot tables and charts read live.

Will Sheets change anything in Microsoft Dynamics 365?

It is planned read-only: Sheets reads your Microsoft Dynamics 365 data and does not change it.

What works today?

Sheets works today with QuickBooks Online, Xero, Shopify, WooCommerce, BigCommerce, HubSpot, FreshBooks, monday.com, and Asana.

Want Sheets for Microsoft Dynamics 365?

Requests decide what we build next. We write once, when it is ready.

Tell me when it's ready

85 tools on the integrations page