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Session Id : p3peUd18NJ+eZAdi94Uxh7
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Can not use ADDIN EXCE...
Finance | Project Operations, Human Resources, ...
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Can not use ADDIN EXCEL to create/update vendor bank accounts

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Posted on 21 Jun 2023 16:53:26 by pierre_willocquet 105
Hello,
 
Excel addin does not exist to create/update vendor bank accounts ?
  • Suggested answer
    Archit Goel Profile Picture
    Archit Goel 9 on 21 Jun 2023 at 17:47:03
    Can not use ADDIN EXCEL to create/update vendor bank accounts
    1. Go to Common Module > Common > Office Integration > Excel Workbook Designer 
     
    2. Create a blank workbook and download the file
     
    3. Open the excel and navigate to Design (May require a prior sign in)
     
    4. Click Add Table and select vendor bank account 
     
    5. Click Next and add required or all the fields and 
     
     
    6. Click Done and Refresh the entity. Here you go.....
  • GirishS Profile Picture
    GirishS 27,823 Moderator on 21 Jun 2023 at 17:23:55
    Can not use ADDIN EXCEL to create/update vendor bank accounts
    Hi,
     
    I think you can use DMF and use Vendor V2 entity for bank account import and export.
     
    Thanks,
    Girish S.
  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,341 Super User 2025 Season 1 on 21 Jun 2023 at 17:20:23
    Can not use ADDIN EXCEL to create/update vendor bank accounts
    You can create one using Excel Workbook Designer.  Here's a good blog describing the steps - Using Workbook Designer | Dynamics 365 for Finance and Operations Development Cookbook - Fourth Edition (packtpub.com)

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