All together now… working across multiple companies

Dynamics 365 Finance

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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