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Dynamics 365 CommunityForums Finance | Project Operations, Human Resources, ... Excel add-ins in D365FO

Finance | Project Operations, Human Resources, ...

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Excel add-ins in D365FO

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Posted on by CU10121822-0

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Hi team,

I never know about before excel addins functionality. I do research on blogs but get to know what is the main purpose of use Excel add-ins.

Pls advise, thanks!

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Dynamics 365 Finance

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Excel add-in for Dynamics 365 Finance and Operations (D365FO) lets the business users work with D365FO data directly in Microsoft Excel.

Some of its main purposes such as Open and view live D365FO data in a familiar spreadsheet format. You can directly edit or create multiple records efficiently, or mass update the records rather than entering them one by one in D365FO. Publish changes back to D365FO through the add-in. Refresh the workbook to retrieve the latest data from the system. Use Excel features such as formulas, filtering, sorting, copying, and fill-down while maintaining a connection to D365FO data entities.

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