The excel add-in connection is one of my favorite Dynamics features. What brings me more joy than updating a bunch of records through the excel add-in, or using the template to load a journal entry with tons of lines? Well, maybe hearing my son say “I love you too” brings me slightly more joy, but the excel add-in thing is a close second.
That said, sometimes I unintentionally close the excel add-in. Frustrated, I used to redownload my desired template from D365 and redo my work. This isn’t necessary though!
Here’s how you can get the excel add-in back:
Does anyone else frequently close this before they mean to?
- Click Insert
- Click My Add-ins
- Click Microsoft Dynamics Add-in
- Click Add