How to import data into bank management modules using excel format

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Posted on by Sumayyah Adetunmbi

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.

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BillurSamdancioglu 19,703 Most Valuable Professional on at

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Hi,

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

It is easier to make the design.

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Sumayyah Adetunmbi 5 on at

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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.

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