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New D365 F&O user. I have a simple request. I want a list of employees with their departments (in Excel). With D365 CRM, I'd use Advanced Find. What do I do in F&O? I'm sure there will be frequent requests for such adhoc reports.
Where can I find answers to such questions without bothering people on forum?
Hi DrA usa,
You can use the 'Open in Excel' functionality to get Workers, position assignments and position details in Excel. Then you would be able to combine the data to get the departments per worker.
I don't get it. Because when I open the Excel file, there's no data:
How did you open the Excel file? Did you use the Office icon at the top of the Worker list page or did you use the Excel workbook designer?
Found it.
But what's the difference between OPEN IN EXCEL and EXPORT TO EXCEL? When would I use each?
The Open in Excel functionality will use a Dynamics connector to retrieve the data. The columns are configurable and you can refresh the Excel sheet. Export to Excel will only export the columns and records visible in the grid an the export is static.
Hi,
You can navigate to Workers list page and click on open in excel as mentioned by Andre.
Thanks,
Sheela
Thank you for the explanation! This is very helpful.
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