The Scenario
The business development team just handed you a spreadsheet. 150 rows. Company names, websites, and industry codes — a full list of partner companies that came in through the acquisition that closed last week. Your job as CRM administrator is to get all of them into Dynamics 365 as account records before the integration kickoff calls start Thursday.
The bad version:
- Save the Excel table as a CSV, open the Dynamics 365 Data Import Wizard, upload the file, and discover that the "industry" column uses free-text values from the BizDev team's personal taxonomy instead of Dynamics picklist codes
- Spend an hour building a lookup table to translate "SaaS," "cloud," and "software" into the correct Dynamics industry picklist values, then re-export the fixed file
- Run the import again, get 12 errors for rows where the website field had http:// instead of the full URL format Dynamics expects, fix and re-import
150 accounts need to exist in Dynamics by Wednesday end of day. The integration kickoff is already scheduled. There is no timeline for a second import pass.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, understands your columns, and sends data directly to Dynamics 365 through its built-in integration — field mapping handled, no wizard navigation required.
For every row in my Excel table with company name, phone, and city, create a Dynamics CRM account record and paste the resulting account ID into the last column
What You Get
- One Dynamics 365 account record created per row, with name, phone, and city populated
- The last column filled with the new account ID for each row
- Any row that fails validation surfaces a clear error rather than silently missing from the import
- You have a complete mapping of workbook row to Dynamics account ID for every company in the list
What If the Data Is Not Quite Ready
The industry column has inconsistent free-text values
For each row in my Excel table, standardize the industry column by mapping variations like "SaaS," "software," "cloud software" to "Technology" and "financial services," "fintech" to "Financial Services," then create a Dynamics 365 account using the name, website, and standardized industry value, writing the account ID to the last column
Some companies are missing a website
Create a Dynamics 365 account for every row in my Excel table using the company name and industry columns — include the website column only if it is not blank — and write each account ID to a new column, marking rows with no website with a note in a separate column
The list has duplicate company names
Scan the company name column in my Excel table for duplicate values, mark duplicates as "duplicate - skipped" in a new column, then create a Dynamics 365 account only for the first occurrence of each name using the name, website, and industry columns, writing account IDs to a new column
Normalize, deduplicate, and import all 150 accounts in one pass
Trim all whitespace from the name, website, and industry columns, remove rows where company name is blank, deduplicate on company name keeping the first occurrence, standardize industry values to Dynamics-compatible labels, then create a Dynamics 365 account for each remaining row and write the returned account ID to a new column — log skipped rows with a reason in a separate column
One prompt handles the entire cleanup-and-import chain. No pre-processing step, no intermediate export.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook with your company records, then ask it to create all the Dynamics 365 accounts in one shot before your integration kickoffs begin.
Also see: Bulk Create Dynamics 365 Contacts From Excel and Bulk Create Dynamics 365 Leads From Excel.