Financial dimensions in Excel for Microsoft Dynamics 365 Financials

Financial dimensions in Excel for Microsoft Dynamics 365 Financials

Simple steps with visuals

1) Setup data entities in Financial dimensions for integration applications

2)  Download document template for General journal line entry

3) In Excel, click design in the template and in the edit the journal line to add the financial dimensions to the Excel and then publish

4) Click new in Document template and upload the file (ensure same name)