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Microsoft Office Add-in

Dynamo for Office is a Microsoft Office add-in that works with Word, Excel and PowerPoint. It provides an effortless way to save Office files to Salesforce without manual upload.

Pair it with Documill Dynamo Online with Office Output add-on to generate Office files from Salesforce data and you will have a seamless end to end solution for Office (generate, edit, save back).

Requirements

  • Salesforce: Salesforce edition with API

  • Salesforce user profile: API enabled

  • Microsoft Office 2016, 2019 or 365 (desktop and online)

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