Streamline your data management process with the CSV Online File + Microsoft Dynamics CRM integration

A CSV file is a type of file used to store your contacts data from different sources, such as your email marketing software, CRM, etc. For example, by downloading a CSV file of your leads, you can upload these data on other tools in order to better manage your follow up and sales processes. CSVs contain information separated by commas, saved in a .csv format.

CSV files can be used with any spreadsheet program, such as Microsoft Excel, Open Office Calc, or Google Spreadsheets. However, with CSVs you can’t define or save cells, columns, or rows. Moreover, you can’t save formulas.

CSVs are also used for managing ecommerces for importing and exporting product, customer, and order information.

Microsoft Dynamics CRM is a Customer Relationship Management platform designed for businesses and entrepreneurs who need to manage their contacts’ base with the aim of increasing conversions and sales. What’s a CRM A CRM is a tool that allows you to build a better relationship with your leads and customers, by improving the communication and tracking engagement and sales.

A CRM helps you simplify your tasks. For example, with Microsoft Dynamics CRM, you can easily create email marketing campaigns, analyze data, organize meetings and much more. Moreover, Microsoft Dynamics CRM lets you manage your entire team, by assigning tasks to your team members in order to boost their productivity.

Easy to use Microsoft Dynamics CRM provides you the most advanced tools for better managing your business, yet it’s easy to use. Moreover, Microsoft Dynamics CRM integrates with the entire Microsoft environment, like Microsoft Office, Word, Excel, etc.