Update Records FAST in Dynamics 365 F&O with Excel Add-In (No X++)
Автор: Dynamic Insights
Загружено: 2025-05-15
Просмотров: 493
Описание:
🔄 Mass Update Records in D365 F&O Using Excel Add-in (No Code Needed!)
In this step-by-step tutorial, I’ll show you how to use the Excel Data Connector in Dynamics 365 Finance & Supply Chain Management (F&SCM) to efficiently mass update records — no coding required.
This guide is perfect for:
• Functional consultants
• Business users
• Data analysts
• Power users in Dynamics 365
Learn how to:
✅ Export/import data from Excel
✅ Use the Excel Add-in to connect to D365
✅ Avoid common errors and choose between DMF and Excel
Whether you're new to Dynamics 365 or looking to save time on data management, this tutorial will help you master the Excel integration quickly.
🔗 Connect with me on LinkedIn: / franrescia
📌 Timestamps:
00:00 – Introduction
00:24 – Opening in Excel
01:21 – Opening in Excel vs Export to Excel
01:48 – Data Connector Overview
02:28 – Editing the Design
03:51 – Updating Records
04:59 – Changing the Entity
06:32 – Error Handling
12:20 – DMF vs Open in Excel
13:17 – Wrap-up
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#Dynamics365 #D365FSCM #ExcelConnector #DataManagement #FinanceAndOperations #F&O #D365FO #F&SCM #ERP #MicrosoftDynamics #Excel
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