PowerXL: Spreadsheet Power Inside Dynamics 365

Skip the exports and manual updates. PowerXL gives you a spreadsheet-style workspace inside Dynamics 365 so your team can review, calculate, and update information in one secure place.

A Better Way to Work With CRM Data

PowerXL transforms how teams interact with data inside Microsoft Dataverse. Instead of exporting to Excel where each row represents a single record and related tables require custom development, PowerXL provides a purpose-built interface that works the way your users think.

Every PowerXL spreadsheet is tied to a table and displayed as a form. Users can view or update any field they would normally access on a form but with the speed and familiarity of a spreadsheet. Rudimentary Excel-style functions such as concatenate, sum, subtraction, division, or percentages are all available to support everyday work.Because all updates flow through the Dynamics platform, your data remains consistent, reliable, and always current across the system.

PowerXL delivers spreadsheet convenience with enterprise-grade governance. No risky exports, no version control problems, and no broken integrations.

Key Features

Everything You Love About Excel  Supercharged for Dynamics 365

PowerXL combines the flexibility of Excel with the structure and intelligence of Microsoft Dynamics 365. From live data sync to executive-ready views, these features make working with CRM data faster, smarter, and more intuitive than ever.
  • 1

    A Familiar, Fast Spreadsheet Experience Inside Dynamics 365

    PowerXL gives users a clean, spreadsheet-style interface that makes reviewing and updating CRM data faster and more intuitive.

  • 2

    Real-Time Interaction With CRM Data

    Updates made in PowerXL reflect immediately in Dynamics 365 which reduces busywork and keeps teams aligned.

  • 3

    Built-In Calculation and Formatting Options

    Users can apply common spreadsheet-style calculations and formatting to support everyday planning, analysis, and data entry needs.

  • 4

    Support for Advanced Business Logic

    More sophisticated calculations and logic can be incorporated into the spreadsheet experience to help standardize processes and improve data quality.

  • 5

    Governed by Microsoft Security

    PowerXL operates within your existing Dynamics 365 security model so users only see and work with data they are permitted to access.

Built for How You Work

PowerXL supports teams that rely on accurate, up-to-date information to make decisions and keep work moving. The familiar spreadsheet-style experience helps users work quickly and confidently inside Dynamics 365 without switching tools or exporting data.

With PowerXL, you can:

  • Review and update CRM information in a clean, spreadsheet-style layout
  • Speed up day-to-day data entry and analysis

  • Apply simple calculations to support planning and decision-making

  • Keep information aligned across your CRM without external files

  • Reduce version control issues and improve data reliability

  • Create consistent templates that support repeatable processes

PowerXL combines the ease of a spreadsheet with the structure and security of Dynamics 365 which results in cleaner data, higher adoption, and a more efficient way to work.

Ready to Power Up Your CRM?

PowerXL is the missing link between spreadsheets and Dynamics 365.
See how your team can analyze, model, and act without ever leaving CRM.

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