X-Author is a complete bi-directional Excel user interface for Dynamics CRM, including existing workbooks! X-Author by Apttus takes Excel integration to a new level. And with X-Author’s incredible mapping, you can even use existing, complex multi-tab workbooks against Dynamics CRM, so you can turn standalone Excel workbooks into enterprise applications. X-Author drives increased adoption and is the most efficient way to work in Dynamics CRM - for business, operations, and admin users. Use Excel to update opportunities, assign leads, create quotes, upload data, and much more.
- Create and update Dynamics CRM records from Excel in real-time
- Use any Excel format including forms, lists, and matrices
- Update data across entire object hierarchies in one click
- Use any macro without users having to execute them
- Work offline
- Save Excel workbooks as Attachments to any record
- Build logic and calculations in Excel and use results in Dynamics CRM
- Apply all Dynamics CRM permissions and rules in Excel, including picklists
X-Author is also a powerful data loader. Easily create, retrieve, update, delete, and upsert data. Build your own Applications in minutes with point-and-click convenience – no coding necessary.