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Dynamics 365 Community / Forums / Finance forum / Miscellaneous Billing ...
Finance forum

Miscellaneous Billing - copy and paste from excel

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Posted on by

Is it possible to copy and paste from excel to miscellaneous billing? The same idea as copy and paste from excel to journal entry. 

Thanks!

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  • Suggested answer
    Sukrut Parab Profile Picture
    71,741 Moderator on at

    It should be possible  but you have to  do some development for that . Take a look at below link for reference

    Creating open in excel experiance

    docs.microsoft.com/.../office-integration-edit-excel

  • Suggested answer
    ZvikaR Profile Picture
    190 on at

    In Dynamics D365 you can use the "open in Excel" option. then you copy and paste into that Excel, and publish (upload) into Dynamics.

    Works like a charm without the need for any customization.

  • Community Member Profile Picture
    on at

    Thanks for the advice. How do I find "open in excel" option? I am new to GP so if you can give me details instructions, it would be much appreciated.

  • Sukrut Parab Profile Picture
    71,741 Moderator on at

    If you are talking about GP you are in wrong forum . This forum is for D365 for Finance and operations

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