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Dynamics 365 Finance

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May 28, 2024

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AI Summary

  • The article discusses how to use the Excel Add-in in D365 F&O to work across regions and legal entities.
  • It provides a solution for creating fixed assets in multiple companies simultaneously without the need for manual creation in each company.
  • The Excel Add-in allows users to view and modify data globally across the system, within their permission levels.
  • Tips include saving the Excel workbook for future use and changing the environment URL within the connector.
  • Users can easily reopen the Microsoft Dynamics Office Add-in by going to Home > Add-ins if closed accidentally.
  • The article emphasizes the broader functionality of the Excel Add-in for D365 F&O, making bulk updates easier without relying on DMF or ISVs.
  • The author suggests there is more to cover on the topic, indicating potential for future articles on maximizing the Excel Add-in capabilities.
  • Overall, the article provides a comprehensive guide on leveraging the Excel Add-in for D365 F&O to streamline processes and improve efficiency.

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