web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

How to import data into bank management modules using excel format

(0) ShareShare
ReportReport
Posted on by 5

Hello,

I am a beginner in Dynamics 365 Finance and Operations and still learning to get around working on different modules and also modifying them through X++.

I am currently working on the modules bank management. I am trying to do bank data reconciliation. To import data directly for reconciliation, only the file format MT999 is allowed, but the format is not used in my country. I tried to use excel file format but it is not available in the reconciliation part of the bank management module.

So I want to ask if there is a way to add a button to import data with excel format (CSV) using X++ or Dynamics 365 in Visual studio.

pastedimage1681210732802v1.png

I have the same question (0)
  • Suggested answer
    BillurSamdancioglu Profile Picture
    21,311 Most Valuable Professional on at

    Hi,

    Maybe you should try to use Electronic reporting for that purpose.

    It is easier to make the design.

  • Sumayyah Adetunmbi Profile Picture
    5 on at

    Hello,

    I think I will see how to go about that and see if it works out as I want. Thanks for your response.

    Regards.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the June Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 426 Super User 2026 Season 1

#2
Subra Profile Picture

Subra 371

#3
Martin Dráb Profile Picture

Martin Dráb 279 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans