Configuring and using the Excel Data Connector add-in in D365 F&O

    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 Operations: 

4. This will open up a Data Connector add-in app window as follows:

5. Let's navigate to Accounts receivable | Customers | All Customers, press the Open in MS Office button, select OPEN IN EXCEL, and choose Download

6. Let the file reload and retrieve the data. It will open the file as follows. Select a customer record to update the Customer group field to change its value from 10 to 30

7. Once the Customer group value has been changed, then select the Publish button to update the record in Dynamics 365 for Finance and Operations. Consider the following screenshot: