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Dynamics 365 for Finance and Operations Development Cookbook

You're reading from   Dynamics 365 for Finance and Operations Development Cookbook Recipes to explore forms, look-ups and different integrations like Power BI and MS Office for your business solutions

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Product type Paperback
Published in Aug 2017
Publisher Packt
ISBN-13 9781786468864
Length 480 pages
Edition 4th Edition
Languages
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Authors (2):
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Deepak Agarwal Deepak Agarwal
Author Profile Icon Deepak Agarwal
Deepak Agarwal
Abhimanyu Singh Abhimanyu Singh
Author Profile Icon Abhimanyu Singh
Abhimanyu Singh
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Toc

Table of Contents (11) Chapters Close

Preface 1. Processing Data FREE CHAPTER 2. Working with Forms 3. Working with Data in Forms 4. Building Lookups 5. Processing Business Tasks 6. Data Management 7. Integration with Microsoft Office 8. Integration with Power BI 9. Integration with Services 10. Improving Development Efficiency and Performance

Consuming data in Excel

In this recipe, we will consume Dynamics 365 data into an Excel file using power view and power pivot tools. Follow with use of power view report. It's a very useful tool for reports and visual artifacts. There are many ways to import data into Excel, here in this recipe we will use the OData feed to get required data and convert it into visual reports.

How to do it...

  1. Open Excel and go to the Data tab. Click on New Query | From other source | From OData feed:
  1. In the next screen add your Dynamics 365 API URL, add /data at the end of the URL, and click OK:
  1. It will navigate you to the next screen where we need to select three tables, as shown in the following screenshot:

When you click the...

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