Excel Data Connector add-in in D365 F&O In this recipe, we will show you how to configure an Excel Data Connector add-in and use it to export data from Dynamics 365 for Finance and Operations and publish the updated data back in Dynamics 365 for Finance and Operations. The Excel Data Connector app interacts with Excel workbooks and OData services created for publicly exposed data entities. Steps 1. Open a new workbook in Excel and navigate to the Insert tab. Under Add-ins, select My Add-ins, as shown in the following screenshot: 2. Under Office Add-ins, navigate to STORE, search for Microsoft Dynamics Office Add-in, and click on Add. This is shown in the following screenshot: 3. Once you've clicked, a new window will open within Excel as follows. Click on Add server information and the system will ask for account credentials. You have to sign in as the user that has access in your Dynamics 365 for Finance and Op...
Configuring Power BI In this blog, we can connect to Microsoft Dynamics 365 for Finance and Operations with Power BI Desktop to create custom Dynamics 365 reports and dashboards for use with the Power BI service.To enable Power BI the very first thing you have to do is configure your Power BI with Dynamics 365 for first use. Step1: Log in to your Power BI account using https://powerbi.microsoft.com/en-us/. Step2: Give details about the application and Dynamics 365 for Finance and Operations environment, you can refer to the following for more clarity: App Name: Give an application name App Type: Choose a server-side web app Redirect URL: Add OAuth at the end of the home page URL Home page URL: Application URL Step3: Choose APIs to access: Step4: Register your app: In this step, click on Register App and the system will create client ID and client secret for your new app. Keep a backup of both values, you need to put these values in the next step...
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