Excel Add-In for Dynamics 365 Finance and Operations

Build 21.0.7930

Using the Excel Add-In

After Establishing a Connection, you can work with data from Dynamics 365 Finance and Operations from familiar tools in Excel.

Query Data

Click Edit Query from the ribbon to edit your query and pull data into the sheet and click Refresh Worksheet to refresh the sheet to pull in the latest changes. See Querying Data for a guide.

Updating Data

Select rows and click the Update Rows to post your changes to Dynamics 365 Finance and Operations. See Updating Data more information.

Using the Excel Add-In (VBA)

Write macros to automate working with Dynamics 365 Finance and Operations. See Using the Excel Add-In (VBA) for a guide.

Writing Parameterized Queries

Create spreadsheets based on dynamic queries that use cell references as the input parameters. See Writing Parameterized Queries for examples.

CData Excel Formulas

Automate bidirectional operations using the corresponding formulas. See CData Excel Formulas for a guide.

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Build 21.0.7930