The Scenario
The customer feedback survey closed Friday. 120 responses came in from the quarterly satisfaction study — all collected in a Google Sheet 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:
- Open the Dynamics 365 Data Import Wizard, prepare a CSV from the sheet, 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 sheet 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 Google Sheet. 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.
Create a Dynamics 365 case for every row in my Google Sheet — column A is title, column B is customer ID, column C is description — and write the case ID back to column D
What You Get
- One Dynamics 365 case created per row, with title, customer linkage, and description populated
- Column D filled with the Dynamics case ID for every row
- Rows that fail validation surface an error in column D 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 Google Sheet, translate column D (priority) from "High," "Medium," "Low" to the corresponding Dynamics codes 1, 2, and 3, then create a Dynamics 365 case using columns A, B, C, and the translated priority, writing the case ID to column E
Descriptions are too long for the Dynamics case field
Create a Dynamics 365 case for each row in my Google Sheet using column A (title), column B (customer ID), and column C (description) — if the description in column C exceeds 2000 characters, truncate it to 2000 before sending — write the case ID to column D and note any truncation in column E
Some rows are missing a customer ID
Create a Dynamics 365 case for each row in my Google Sheet where column B (customer ID) is not blank — use columns A, B, and C — write the case ID to column D and mark rows with a missing customer ID as "skipped - no customer ID" in column D
Translate priority, truncate descriptions, filter blanks, and create all 120 cases in one pass
For each row in my Google Sheet, translate column D priority words to Dynamics numeric codes, truncate column C descriptions to 2000 characters if needed, skip any row where column B (customer ID) is blank and flag it in column E, then create a Dynamics 365 case for every remaining row and write the case ID to column D
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 Google Sheet 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 a Google Sheet and Bulk Create Dynamics 365 Contacts From a Google Sheet.