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Financial Dimensions recap in Excel Microsoft Dynamics 365 Finance and Operations apps

Rahul Mohta Profile Picture Rahul Mohta 21,032

Financial Dimensions recap in Excel Microsoft Dynamics 365 Finance and Operations apps

  1. Create an integration format in the Financial dimension configuration for integrating applications
  2. Default dimension format â€“ This format type is required any time that you import default dimensions, through both Data Management and the Microsoft Excel integration. For example, you might require a default dimension format if you're importing the financial dimensions that are associated with a customer account
  3. Ledger dimension format â€“ This format type is required any time that you import ledger dimensions, through both Data Management and the Excel integration. The ledger dimension format is the most common format, because it's used any time that transactions are imported, such as through the general journal, or any time that setup information is imported, such as on posting profiles
  4. Budget register dimension format â€“ This format type is required any time that you import dimensions for budgeting and budget control, through both Data Management and the Excel integration
  5. Budget planning dimension format â€“ This format type is required any time that you import dimensions for budget planning, through both Data Management and the Excel integration.

Reference 

  1. https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/financial/financial-dimension-configuration-integration

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