The Scenario
It's Sunday evening and the tradeshow badge scan export finally landed in your inbox. 200 rows. First name, last name, email, company — dumped from the event app into a Google Sheet by whoever handled badge registration. The sales team's Monday morning follow-up sprint kicks off at 9 AM. Every one of these people needs to exist as a lead in Dynamics 365 before that meeting starts.
The bad version:
- Copy the sheet into the Dynamics Data Import Wizard, spend 20 minutes mapping column headers to Dynamics field names because the export called it "First Name" and Dynamics wants "firstname"
- Run the import, wait for the job to complete, download the error log — 34 rows failed because the company field had trailing spaces or special characters
- Fix the 34 rows by hand, re-import, get 6 new errors, fix those, re-import again
Your sales team doesn't care about import logs. They care about having leads in the system when they sit down tomorrow. You have three hours, and none of them can go toward debugging a wizard.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent built into your Google Sheet. It reads your data, understands your column layout, and talks directly to Dynamics 365 through a live integration — no wizard, no CSV reformatting, no field mapping UI.
Create a Dynamics 365 lead record for every row in my Google Sheet where column A is first name, column B is last name, column C is email, and column D is company, then write each returned lead ID to column E
What You Get
- One Dynamics 365 lead created for every data row, with all four fields mapped correctly
- Column E filled with the Dynamics lead ID for each row — a permanent receipt tied to the source record
- Rows that fail (validation error, duplicate) surface an error message in column E instead of silently skipping
- Your sheet becomes a live import manifest: you can see exactly which leads made it in
What If the Data Is Not Quite Ready
Company names have trailing spaces and inconsistent casing
For every row in my Google Sheet, trim whitespace from column D and convert it to title case, then create a Dynamics 365 lead record using columns A through D and write the lead ID to column E
Some rows are missing an email address
Create a Dynamics 365 lead for each row in my Google Sheet where column C (email) is not blank — use columns A, B, C, and D — and in column E write the lead ID if the row was created or "skipped - no email" if it was not
The export has duplicate emails across rows
Check column C in my Google Sheet for duplicate email addresses, flag duplicates in column F as "duplicate", then create a Dynamics 365 lead only for the first occurrence of each email, writing the lead ID to column E
Clean the data, filter, and create all leads in one shot
Trim whitespace from all cells in columns A through D, skip any row where column C is blank or column D contains only numbers, deduplicate on column C keeping the first occurrence, then create a Dynamics 365 lead for every remaining row and write each returned lead ID to column E — flag skipped rows with a reason in column F
When you need both cleanup and import, ask for both in the same prompt. One pass, one result.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet with your tradeshow export or any inbound lead list, then ask it to push everything into Dynamics 365 before your next sales sprint.
Also see: Bulk Create Dynamics 365 Contacts From a Google Sheet and Bulk Update Dynamics 365 Leads From a Google Sheet.