microsoft dynamics 365 for finance and operations

You can see the number of records published and if you go back to the data in D365 you will see the data has been updated. So all I need to do is make the updates directly in excel and click the “Publish” button.

In the example below I want to update the prices of multiple sales order lines. The Excel Add-In functionality allows you to update data and since the updates occur through the data entity all CRUD (Create, Read, Update, and Delete) operations go through the standard D365 security framework and respect the user’s security role and security restrictions. Getting the data in the spreadsheet is great but there is so much more you can do read on to find out. Once you do this you should see all of you data populated in the spreadsheet. Just sign in using the same credentials you used to log into D365. The Excel Add-In may also ask you to sign in if this is the first time you are using it. For the purposes of this article I will focus my attention on the “Open in Excel” functionality. “Export to Excel” will launch a static export of the selected data to Microsoft Excel and does not contain any of the functionality that will be described in this article. This creates a dynamic connection to the data entity which can be used to update, create, and refresh data to and from the system. “Open in Excel” means that there is a data entity which you can connect to using the Microsoft Excel Add-In. One option header will be “Open in Excel” and the other option header will be “Export to Excel”.

On some list pages and forms when you click this icon you will see drop down that shows two options. On various forms, list pages, and grids you will find a Microsoft office icon shown below. Later in the article you will see how, using the tools that we discuss in this article, you can create amazing visual dashboards connected directly to Dynamics 365 Finance and Operations without paying for a Power BI license or writing a single line of code! How To Open Excel Add-In

The improved Excel Add-In has some new features that I have not seen deep coverage on and in this article, I aim to show you some of the coolest features and tips I have come across while working with it. In Dynamics 365 Finance and Operations (D365) Microsoft has built the Excel Add-In on top of the data management framework, utilizing data entities to retrieve, update, and add data to D365. The Excel Add-In in AX 2012 was very fickle and buggy to say the least. The Dynamics 365 Finance and Operations Excel Add-In has greatly improved since earlier AX 2012 versions.

Microsoft dynamics 365 for finance and operations