Excel automation in WinAutomation

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Effective November 2020

  • Common Data Service has been renamed to Microsoft Dataverse. Learn more.

  • Some terminology in Microsoft Dataverse has been updated. For example,entity is now table and field is now column. Learn more.

Modules will be updated soon to reflect the latest terminology.

WinAutomation provides an extensive variety of Microsoft Excel actions to help you read and manipulate Excel files.

Learning objectives

In this module, you will:

  • Open Excel files and attach a process to an already opened file.
  • Use the Excel group of actions to read data from and write data to an Excel file.
  • Create and edit worksheets.
  • Save and close Excel files.


  • Basic familiarity with the WinAutomation Console and Process Designer
  • Basic familiarity with Microsoft Excel