One of my favorite features that is both a power user function and an ease-of-use tool is the native Excel integration throughout Dynamics 365 F&O. With the native Excel integration to create, delete, and update in Excel, you can save your users a ton of time while making it easy to use. Today I am going to show some details on how to permanently customize one of our journal templates for use in Excel.
Today I'm going to do a quick introduction to the three different budget modules that are available for general-ledger level budgeting. After reading this post, you'll have a basic understanding of budget register, budget planning, and budget control. If you haven't yet taken a look at budget planning, now is a great time to do so!
Follow these quick and easy steps to enable financial dimensions for Excel templates and OData scenarios in Dynamics 365 Finance & Operations. Using OData to import and work with data is often faster than by entering records in the Dynamics 365 application. I have a link to my completed project if you'd like to apply this change in your Contoso demo environment as well.