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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to view all defaul...
Finance | Project Operations, Human Resources, ...
Suggested Answer

How to view all default financial dimensions in D365 FO

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Posted on by CU19021534-0 6
To view an employee's defualt financial dimensions, I navigate to Human Resources > Workers > Workers. Then, click on the employee's record > Work history > Financial dimensions. Is there a way to view this data for all employees on a single report? Ican't find anything in Inquiries and Reports or in Data Management that includes the financial dimensions. Similarly, is there a way to do a mass update of this data in the event we have many changes to make?
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Dynamics 365 Human Resources
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  • Vahid Ghafarpour Profile Picture
    Vahid Ghafarpour 12,264 on at
  • Suggested answer
    Hylke Britstra Profile Picture
    Hylke Britstra 97 on at
    In the Employment history form, you can use the Open in Excel -> Employment per company:
     
     
    I use the Microsoft Contoso environment data to show what you can do next: 
    In the Excel file that opens you can use the Design option:
     
     
    Edit the entity and add the field 'DimensionDisplayValue':
     
    Confirm by clicking on 'Update' and Continue to refresh the data. Click on 'Done' when finished and the column will be added.
    In the add-in click on 'Refresh' and confirm to continue.
    Now you will get a total overview for the current legal entity with financial dimension values for each personal number:
     
     
    With the add-in you can also do the mass update by changing the financial dimension values in this Excel file and 'Publish' via the add-in. 
     
    Be aware: only financial dimensions configured in the 'Financial dimension configuration for integrating applications' option in the General Ledger module will be visible and editable via the Excel Add-in. 
     

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