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 Op...