The Scenario
Every Monday morning, the e-commerce platform drops a batch file into a shared folder. Last week it was 60 new customer orders. This week it's 71. Your job as order management specialist is to get every one of those orders into Dynamics 365 as sales order records before the warehouse team runs their pick list at 10 AM.
You've been doing this by hand since the integration with the e-commerce platform was "temporarily paused" eight months ago. Temporarily.
The bad version:
- Open the batch file in Excel, remove the columns Dynamics doesn't need, save as CSV
- Open Dynamics 365, find the Sales Orders module, click "New" for order one, fill in customer ID, order name, and total amount, save
- Repeat 70 more times, tracking which rows you've entered on a sticky note so you don't lose your place
Seventy-one orders takes about 90 minutes to enter manually. The warehouse starts their pick at 10. You have until 9:45. You got the batch file at 9:08.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your order data, understands your column layout, and pushes records directly into Dynamics 365 through its built-in integration — no manual entry, no clicking through the New Record UI seventy-one times.
Read my Excel order table and create a Dynamics CRM sales order record for every row, using account ID and order value from the table, and log the resulting IDs
What You Get
- One Dynamics 365 sales order created per row, with order name, customer linkage, and total amount populated
- Sales order IDs logged in a new column, one per row
- Rows that fail (invalid customer ID, missing required field) surface an error in that column instead of silently skipping
- You have a timestamped manifest of every order that went through — useful when the warehouse asks about order number 47
What If the Data Is Not Quite Ready
Total amounts include currency symbols or commas
For each row in my Excel table, strip any currency symbols and commas from the total amount column, then create a Dynamics 365 sales order using the order name, customer ID, and cleaned amount, logging the sales order ID in a new column
Some rows have customer names instead of Dynamics account IDs
For each row in my Excel table where the customer column contains a name instead of an account ID, look up the matching Dynamics 365 account record and replace the value with the account ID, then create the sales order and log the record ID — flag any rows where the account could not be found in a separate column
The batch includes cancelled orders that should be skipped
Read my Excel table and skip any row where the status column says "cancelled" or "refunded", then create a Dynamics 365 sales order for every remaining row using the order name, customer ID, and amount columns, logging each sales order ID in a new column and noting skipped rows in a separate column
Clean amounts, resolve accounts, filter status, and push all orders in one pass
Strip currency symbols from the amount column, look up any account names in the customer column and resolve them to Dynamics account IDs, skip rows where the status column is "cancelled" or "refunded", then create a Dynamics 365 sales order for every remaining row and log the sales order ID in a new column — flag unresolvable accounts and skipped rows with reasons in a separate column
Ask for the data cleanup and the record creation together. One prompt, one pass, done before 9:45.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook with your weekly order batch, then ask it to push all the sales orders into Dynamics 365 before the warehouse runs their pick list.
Also see: Bulk Create Dynamics 365 Leads From Excel and Export Dynamics 365 Invoices to an Excel workbook.