Learn Excel Add-in Mastery at the Dynamic Communities Summit 2023
Join the largest independent gathering of the Microsoft Dynamics 365 community at the 2023 Dynamic Communities Summit to master the Excel add-in. Discover how to find and manipulate data efficiently, customize templates, and improve workstreams. Increase your proficiency in Excel and Dynamics 365 with expert guidance from top industry speakers.
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Presentation Transcript
The Largest IndependentGathering of the Microsoft Ecosystem Dynamics 365 F&O Excel Add-in Master Class Justin Carter CTO, VP of Products and Solutions Solution Architect, Microsoft MVP Decrease Complexities, Deliver Results. @ 2023 Dynamic Communities summitna.com | dynamicscommunities.com
Speakers Justin Carter CTO, VPO of Products and Solutions Devin Kitterman Solution Architect, GOAT @ 2023 Dynamic Communities | For Users, By Users
Session Description In this session, we will show you how to quickly get up to speed and use the Excel add-in to find the right data using end-user-friendly tools and start to truly own your data This will be a live demo! Everything will be done before your eyes. Upon leaving this session, you should be able to configure the Excel add-in, find the right data you're looking for, build custom templates, and identify current workstreams that this can help improve on immediately. This is for end users and experienced consultants alike. Learning Objective 1: Install the Dynamics 365 F&O add-in Learning Objective 2: Find relevant OData entities Learning Objective 3: Use unique tips and tricks for manipulating data @ 2023 Dynamic Communities Your For User, By User Community
What youll be learning from your data sherpas What is the Excel addin Open in Excel vs Edit in Excel Searching for entities in Excel Searching for entities in D365 Creating a custom worksheet Publish data from Excel to D365 Advanced tasks with Excel (filtering, sorting, auto-refreshing) Saving Excels (best practices) Attaching Excel templates to entities. Leverage base MS Excel templates (sales order, free text invoice, customers) Attaching custom entities (technical) Web service Excel call Some bonus Excel content if time allows!! @ 2023 Dynamic Communities Your For User, By User Community
Session Survey information placeholder @ 2023 Dynamic Communities | For Users, By Users summitna.com | dynamicscommunities.com
Thank you for attending! The Largest Independent Gathering of the Microsoft For User, By User" Ecosystem Decrease Complexities, Deliver Results. @ 2023 Dynamic Communities summitna.com | dynamicscommunities.com
