Excel add-in is a powerful tool and very easy use to import data into dynamics 365.
you can quickly and easily view and edit the data by using the Excel add-in.
Note:: This add-in requires Microsoft Excel 2016.
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/office-integration/use-excel-add-in
1- open excel 2016 and go to insert tab and click my add-ins
2- click see all to view dynamics add-ins
and click insert
3- click add server information
4- specify URL address and click ok
5-confirm changes
6-sign with your account
7-click design to add table
click add table
8-select entity data source
you can see all data entities, just select your data entity and click ok
9-click next to select fields
just double click on your field to select it
also, you can move fields up and down as you need or remove it
10- click done and continue to refresh data
11- you can add other table or remove the existing
also, you can edit table or add fields as you need
12- click done to refresh data
13- if you need to filter your data, just click filter and select your fields with criteria
click done and refresh data again
14- click new to insert data
insert your data and click publish
15- you can check the inserted data in the application
Thanks
you can quickly and easily view and edit the data by using the Excel add-in.
Note:: This add-in requires Microsoft Excel 2016.
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/office-integration/use-excel-add-in
1- open excel 2016 and go to insert tab and click my add-ins
2- click see all to view dynamics add-ins
and click insert
3- click add server information
4- specify URL address and click ok
5-confirm changes
6-sign with your account
7-click design to add table
8-select entity data source
you can see all data entities, just select your data entity and click ok
9-click next to select fields
also, you can move fields up and down as you need or remove it
10- click done and continue to refresh data
also, you can edit table or add fields as you need
12- click done to refresh data
13- if you need to filter your data, just click filter and select your fields with criteria
click done and refresh data again
14- click new to insert data
insert your data and click publish
15- you can check the inserted data in the application
Thanks
Hello,
ReplyDeleteThank you for sharing this tutorial, it was helpful.
I wanted to use the “GeneralJournalAccountEntryEntity” data entity but wasn’t able to find it.
Do you happen to know why this data entity is unavailable in Excel ?
Thank you,
SGL
you can use this entity from data management.
DeleteGeneralJournalAccountEntryEntity is available under data management
Hey - looks good. You can also use the "Get Data" feature in the 'PowerApps > Data > Entities' area of PowerApps. Similar workflow. But without an add-in. This requires a Dynamics subscription
ReplyDeleteHello, thanks for the article, i tried it but for me when i publish data, it says its published successfully but no data is inserted in D365. I am trying to create Inventory Movement Journal lines using InventoryMovementJournalEntity.
ReplyDeleteany hints regarding what may be the reason?
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Hello,
ReplyDeleteThank you for sharing this tutorial, it was helpful.I have a question, after export a table which includes auto generated column and its a primary key such as personal number ,if I want add more rows to the table and publish it again to D365 ,it doesn't let me .How can I do that? Thanks for your help.