How to import data into Dynamics 365 by Excel Add-in?
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Mahmoud Hakim
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Excel add-in is a powerful tool and very easy use to import data into dynamics 365.
you can quickly and easily view and edit the data by using the Excel add-in.
Note:: This add-in requires Microsoft Excel 2016.
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/office-integration/use-excel-add-in
1- open excel 2016 and go to insert tab and click my add-ins
2- click see all to view dynamics add-ins
and click insert
3- click add server information
4- specify URL address and click ok
5-confirm changes
6-sign with your account
7-click design to add table
click add table
8-select entity data source
you can see all data entities, just select your data entity and click ok
9-click next to select fields
just double click on your field to select it
also, you can move fields up and down as you need or remove it
10- click done and continue to refresh data
11- you can add other table or remove the existing
also, you can edit table or add fields as you need
12- click done to refresh data
13- if you need to filter your data, just click filter and select your fields with criteria
click done and refresh data again
14- click new to insert data
insert your data and click publish
15- you can check the inserted data in the application
Thanks
you can quickly and easily view and edit the data by using the Excel add-in.
Note:: This add-in requires Microsoft Excel 2016.
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/office-integration/use-excel-add-in
1- open excel 2016 and go to insert tab and click my add-ins
2- click see all to view dynamics add-ins
and click insert
3- click add server information
4- specify URL address and click ok
5-confirm changes
7-click design to add table
you can see all data entities, just select your data entity and click ok
9-click next to select fields
also, you can move fields up and down as you need or remove it
10- click done and continue to refresh data
12- click done to refresh data
13- if you need to filter your data, just click filter and select your fields with criteria
click done and refresh data again
14- click new to insert data
insert your data and click publish
15- you can check the inserted data in the application
Thanks
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