Integrate finance and operations apps with Microsoft Excel

  • 5 minutes

By using the Dynamics 365 add-in for Excel, entity data can be opened in Excel to view, update, and add the data. You can open data either from Excel or from finance and operations apps. When you open data in Excel, you can quickly and easily view and edit the data by using the Excel add-in.

To open data in Excel from finance and operations apps, follow these high-level steps:

  1. Open your desired page in finance and operations apps.
  2. In the top-right corner of the page, select the Office logo, and then select the Open in Excel button to open a new workbook.
  3. An Excel workbook will open. Select Enable editing so that the Excel add-in can run in the right pane of the window. If you haven't run the Excel-add in, you will need to select Trust this Add-in.
  4. Sign in using your credentials for finance and operations apps.
  5. When the Excel add-in loads your data, you will be able to view the data for the selected entity.

To open entity data from within Microsoft Excel, follow these steps:

  1. In Excel, select the Insert tab and then select Store to open the Office Store.
  2. Search to find the Microsoft Dynamics Office Add-in, commonly referred to as the Excel add-in, and select Add.
  3. The Excel add-in will open in the right pane of Excel. If you haven't run the add-in before, you will need to select Trust this Add-in.
  4. Select Add server information, which opens the Options pane.
  5. In the Server URL field, paste the URL of your target finance and operations apps instance, deleting everything after the host name. For example, https://abcompany.dynamics.com.
  6. Select OK and then select Yes to confirm the change.
  7. Select the Design button to retrieve entity metadata.
  8. Select Add table to view a list of entities.
  9. Select your desired entity from the list and select Next.
  10. Add a field from the Available fields list to the Selected fields list by selecting the field, and then select Add. You can also double-click the field in the Available fields list.
  11. When you have finished adding your desired fields to the Selected fields list, select Done.
  12. Select Refresh to pull in a set of data.

You can use the Excel add-in after entity data has been loaded into the workbook to update data by selecting Refresh in the add-in window. You can also modify entity data and publish it back to finance and operations by selecting Publish in the add-in window after you modify the contents of a cell. You can add a new record by selecting the New button, provided that all key and mandatory fields are bound in the worksheet or the default values were filled in by using the filter condition. You can delete a record in the worksheet by right-clicking the row that you want to delete and selecting Delete.