When a lead is registered in Microsoft Dynamics365 Sales, add it to Microsoft Excel.

■Overview

This is a flow that adds a lead to Microsoft Excel when it is registered in Microsoft Dynamics365 Sales.

With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between applications.

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‍■Recommended for

1. Those who manage sales data with Microsoft Dynamics365 Sales

・Sales department personnel utilizing Microsoft Dynamics365 Sales

・Those who analyze lead information to aid in formulating sales strategies

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2. Those who use Microsoft Excel for business

・Those who transfer lead information to Microsoft Excel for data analysis

・Those who want to streamline the process of transferring data to Microsoft Excel

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■Benefits of using this template

When transferring lead information from Microsoft Dynamics365 Sales to Microsoft Excel for data analysis, manual transfer can be cumbersome.
Moreover, data entry errors can compromise the accuracy of data analysis and negatively impact sales strategies.

With this flow, you can transfer leads registered in Microsoft Dynamics365 Sales to Microsoft Excel, streamlining manual tasks.
By automating data transfer to Microsoft Excel, you can prevent data entry errors and omissions, thereby enhancing the accuracy of data analysis.

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■Notes

・Please integrate Yoom with both Microsoft Dynamics365 Sales and Microsoft Excel.

・Microsoft365 (formerly Office365) has both consumer and business plans (Microsoft365 Business), and if you are not subscribed to the business plan, authentication may fail.