The Scenario
The customer feedback survey closed Friday. 120 responses came in from the quarterly satisfaction study — all collected in an Excel workbook by the survey platform. Each row is a complaint: customer ID, issue title, description, and a priority rating the respondent assigned. Your manager flagged this Monday morning: every one of these needs to be a Dynamics 365 case before triage begins at 2 PM.
It's 11:17 AM.
The bad version:
- Save the Excel table as a CSV, open the Dynamics 365 Data Import Wizard, and discover the priority field expects a numeric code (1, 2, 3) but your survey used the words "High," "Medium," "Low"
- Build a mapping column in the workbook to translate priority words to codes, re-export the CSV, re-upload to the wizard
- Run the import, get 15 errors for rows where the description exceeded 2000 characters — truncate those 15 cells, re-import
The triage meeting starts in 2 hours and 43 minutes. You have not eaten lunch.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your survey export, understands the column layout, and creates case records directly in Dynamics 365 through its built-in integration — no wizard, no priority-code lookup, no error log iteration.
Read my Excel support ticket table with case title, contact ID, and priority columns and create a Dynamics CRM incident record for each row, logging each case ID
What You Get
- One Dynamics 365 case created per row, with title, customer linkage, and priority populated
- Case IDs logged in a new column for every row
- Rows that fail validation surface an error in that column rather than disappearing from the import
- You have a receipt for every case: case ID tied to the row it came from, ready to hand to whoever runs triage
What If the Data Is Not Quite Ready
Priority values are words instead of Dynamics numeric codes
For each row in my Excel table, translate the priority column from "High," "Medium," "Low" to the corresponding Dynamics codes 1, 2, and 3, then create a Dynamics 365 case using the title, contact ID, description, and translated priority, logging the case ID in a new column
Descriptions are too long for the Dynamics case field
Create a Dynamics 365 case for each row in my Excel table using the title, contact ID, and description columns — if the description exceeds 2000 characters, truncate it to 2000 before sending — log the case ID in a new column and note any truncation in a separate column
Some rows are missing a customer ID
Create a Dynamics 365 case for each row in my Excel table where the contact ID column is not blank — use the title, contact ID, and description columns — log the case ID in a new column and mark rows with a missing contact ID as "skipped - no contact ID" in that same column
Translate priority, truncate descriptions, filter blanks, and create all 120 cases in one pass
For each row in my Excel table, translate priority words to Dynamics numeric codes, truncate descriptions to 2000 characters if needed, skip any row where the contact ID column is blank and flag it in a separate column, then create a Dynamics 365 case for every remaining row and log the case ID in a new column
Ask for all the preparation and creation in one prompt. The triage meeting starts at 2.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook with your survey responses, then ask it to convert all 120 rows into Dynamics 365 cases before your triage session starts.
Also see: Bulk Update Dynamics 365 Leads From Excel and Bulk Create Dynamics 365 Contacts From Excel.