Introduction

In our day-to-day operations we use Microsoft Office a lot to store and retrieve numerical data in a grid format of columns and rows to calculating and analyze company data such as sales figures, sales taxes, or commissions. Dynamics 365 for Finance and Operations provides us with integration with Microsoft Office, which includes Microsoft Excel, Microsoft Word, the Document Management subsystem, and email. In this chapter, we will see how Microsoft Dynamics 365 for Finance and Operations integrates with Excel and Word by using data entities as an entry point into the system, how Excel can become a core part of the user experience, and how Excel and Word can be used for ad hoc lightweight reporting. We will also see how files can be stored and shared by using the Document Management and email capabilities in Dynamics 365 for Finance and Operations.

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