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Answered

Excel -> connecting to Dynamics 365 (online)

Posted on by 4,125

Hi experts,

From the Excel, there is an option to get data from online data source. I am not sure if the Dynamics 365 (online) is for CE or also for F&O as well?

pastedimage1633475435758v1.png

Thanks,

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  • Jacovdm3 Profile Picture
    Jacovdm3 152 on at
    RE: Excel -> connecting to Dynamics 365 (online)

    Hi Yuji,

    I have worked with the connector from your screenshot, and the only drawback for me was the speed. Retrieving small data entities works great, but depending on you general journal, it can take a long time to load. Judy's comment is not 100% accurate, but it is correct that it is the preferred method to use the Open in Excel feature. Let us know if this was sufficient.

    Kind regards,

  • Verified answer
    huijij Profile Picture
    huijij 19,803 on at
    RE: Excel -> connecting to Dynamics 365 (online)

    Hi Yuji,

    Dynamics 365 (online) is not Dynamics 365 financials and operations. the right thing to do in D365FO is to use the  Excel add-in developed by Microsoft. Or from OData Feed.

  • Jacovdm3 Profile Picture
    Jacovdm3 152 on at
    RE: Excel -> connecting to Dynamics 365 (online)

    Hi Yuji,

    The option in your screenshot is for D365 Finance and Operations. This is an ODATA feed to Excel, and can be used in Power BI as well. You can access all public data entities with the correct url string.

    Kind regards,

    Jaco

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