How to Automatically Add Leads Registered in Microsoft Dynamics 365 Sales to Microsoft Excel

Step 1: Register Microsoft Dynamics365 Sales and Microsoft Excel as My Apps

Let's register Microsoft Dynamics365 Sales and Microsoft Excel as My Apps to connect them to Yoom.
By registering My Apps in advance, you can smoothly set up automation.

First, register Microsoft Dynamics365 Sales as My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
Search for Microsoft Dynamics365 Sales in the search bar or find it from the list.

When the following screen is displayed, configure the settings as described.

Next, proceed to register Microsoft Excel as My App.
Similarly, search for Microsoft Excel in the list or in the search bar.
When the following screen is displayed, log in to Microsoft Excel.

If Microsoft Dynamics365 Sales and Microsoft Excel are displayed in My Apps, the registration is complete.

Step 2: Copy the Template

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

When the following screen is displayed, check the "Title" and "Description".
If you want to make changes, do so from the page below.
To first set up Microsoft Dynamics365 Sales, click "When a lead is created".

Step 3: Setting the Microsoft Dynamics365 Sales trigger that initiates the flow and the subsequent Microsoft Excel operation settings

When the following screen is displayed, check the settings.
Note: Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

• "Title" → Can be changed as desired
• "Account information to integrate with Microsoft Dynamics365 Sales" → Check if it's the account you are using
• "Trigger Action" → When a lead is created

When the following screen is displayed, configure the settings.

• "Trigger Interval" → Choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, 60 minutes
  Note: The trigger interval varies depending on the plan, so be careful.
• "Domain" → Set as described

Once the settings are complete, click "Test" → "Test Successful" → "Save".

Next, to set up Microsoft Excel, click "Add Record".
When the following screen is displayed, check the settings.

• "Title" → Can be changed as desired
• "Account information to integrate with Microsoft Excel" → Check if it's the account you are using
• "Execution Action" → Add Record
  

Move to the Microsoft Excel screen and set the lead information for testing purposes.
The following is an example, so set it as appropriate.

Return to the Yoom screen and set up "Database Integration".

• "File Save Location" → Set as desired
• "Drive ID" → Set from the options
  Click inside the box to display the options.
  

Next, perform the following settings.

Check the following setup method.

Next, set the "Values of the records to be added".
The following screen displays the items set in Microsoft Excel.
Use the output from Microsoft Dynamics365 Sales to set the corresponding items.
The output can be displayed by clicking the arrow in the red frame.
Set other items in the same way.

When all items are set, it will be displayed as follows.
Once the settings are complete, click "Test" → "Test Successful" → "Save".

Step 4: Turn on the trigger button and verify the integration operation between Microsoft Dynamics365 Sales and Microsoft Excel

Finally, click "Turn on Trigger" to complete the automation setup.
Check if the flow bot starts up correctly.

Here is the template used this time.

Other Examples of Automation Using Microsoft Dynamics365 Sales and Microsoft Excel

There are many other examples of automation using Microsoft Dynamics365 Sales and Microsoft Excel on Yoom, so here are a few introductions.

1. A flow that automatically notifies Microsoft Teams when a lead is created in Microsoft Dynamics365 Sales.
When a new lead is created, it is automatically notified to Microsoft Teams, making it ideal for those who want to quickly grasp the information.
By setting notifications to Microsoft Teams within the team, sharing becomes easier.

2. This is a flow to automatically notify leads with a template email via Gmail in Microsoft Dynamics365 Sales.
It is recommended for those who want to streamline the process from creating to sending emails to leads.
Since manual email creation is no longer necessary, it reduces the workload for the person in charge.

3. This is a flow that automatically registers information in both kintone and Microsoft Excel when there is an inquiry through the form.
By automatically adding the inquiry details to kintone and Microsoft Excel, it eliminates the hassle of manual entry.
Compared to manual work, it helps prevent omissions and errors in the information.

Summary

By integrating Microsoft Dynamics365 Sales with Microsoft Excel, the registration of lead information is automated, reducing manual effort.
This allows sales representatives to save time on tasks, enabling them to focus more on sales activities and approaching leads.
Additionally, eliminating manual registration helps prevent errors in entering email addresses and customer names.
Utilize the template introduced here to manage lead information accurately and easily.