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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

Product type Paperback

Published in Aug 2017

Publisher Packt

ISBN-13 9781786468864

Length 480 pages

Edition 4th Edition

Languages

X++

Tools

Dynamics 365

Concepts

IT Operations

Authors (2):

Deepak Agarwal

Abhimanyu Singh

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Table of Contents (11) Chapters

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

Configuring and using the Excel Data Connector add-in

Microsoft Excel can change and quickly analyze data. The Excel Data Connector app interacts with Excel workbooks and OData services that are created for publicly exposed data entities. The Excel Data Connector add-in enables Excel to become a seamless part of the user experience. The Excel Data Connector add-in is built by using the Office Web Add-ins framework. The add-in runs in a task pane. Office Web Add-ins are web applications that run inside an embedded Internet Explorer browser window.

In this recipe, we will show you how to configure an Excel Data Connector add-in and use it to export data from Dynamics 365 for Finance and Operations and publish the updated data back in Dynamics 365 for Finance and Operations.

How to do...

The rest of the chapter is locked

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Authors (2)

Abhimanyu Singh

Abhimanyu Singh works as a Microsoft Dynamics 365 for Finance and Operations consultant. Since the start of his career in 2012, he has worked in the development and designing of business solutions for customers in supply chain management, banking, and finance domain using Microsoft technologies. He has several certifications, including the Microsoft Certified Dynamics Specialist certification.

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Agarwal

Deepak Agarwal is a Microsoft Certified Professional who has more than 6 years of relevant experience. He has worked with different versions of Axapta, such as AX 2009, AX 2012, and Dynamics 365. He has had a wide range of development, consulting, and leading roles, while always maintaining a significant role as a business application developer. Although his strengths are rooted in X++ development, he is a highly regarded developer and expert in the technical aspects of Dynamics AX development and customization. He has also worked on base product development with the Microsoft team. He was awarded the Most Valuable Professional (MVP) award from Microsoft for Dynamics AX four times in a row, and he has held this title since 2013. He shares his experience with Dynamics AX on his blog: Axapta V/s Me Deepak has also worked on the following Packt books: Microsoft Dynamics AX 2012 R3 Reporting Cookbook Dynamics AX 2012 Reporting Cookbook Microsoft Dynamics AX 2012 Programming: Getting Started

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