Tag Archives: D365

Using Excel Add-in to Filter for Open Sales Orders in Dynamics Finance and Operations📊

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Introduction

It’s good to make a blogpost every now and again just to remember how to do it…

Here at iamJoshKnox blog, we LOVE reader feedback. Last week, Jared reached out with a question about using the excel add-in to return an excel list filtered for open sales orders.

What a great excuse for a video (and blogpost)! Watch the video above (or send your AI-bot to watch and comment for you, that’s your decision).

🔽[video summary powered by Loom]🔽

Overview

Step-by-step guide on how to filter and retrieve open sales orders from Dynamics 365 using the Excel add-in, in response to Jared’s inquiry. Addresses common issues and offers solutions for effectively managing sales order data.

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D365 Finance | Filter for Blanks

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Use “” and the “is exactly” filter. This video could have been a blogpost. This blogpost could have been a tweet.

That said, this video contains a few extra nuggets that may be of use – how to create a listpage view that filters for blanks. How to use Power Query to report on records with blank values.

Hope you enjoy.

Some Concepts:

  • Filter for blanks (use “” and “is exactly” filter)
  • Add field to listpage
  • Create view from filtered listpage
  • Open in Excel
  • Use Power Query to create filtered view of data
  • Use Power Query to track changes to source data
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D365 Finance | Connect Directly to D365 Data with OData and Power Query

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Welcome to the matrix!

In this video, we look at how D365 data entities work with OData, how to find the entities available to you through OData, and how to connect to those entities using Power Query in Excel.

Some Concepts:

  • OData
  • OData in D365
  • Connecting to OData in Excel through Power Query
  • Data entity names are case sensitive and likely need dataareaid (legal enitity) defined.

Some References:

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D365 Finance | Supercharge Excel Add-in with Power Query

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In this video, we look at a simple example of how Power Query can supercharge your reporting abilities for values brought into excel via the data connector.

I’ve found Power Query to be a great tool for efficiently combining data that lives across two different D365 data entities. It is a fantastic tool for data migration or analysis in general.

Some Concepts:

  • Pivot Tables
  • Refreshing Data
  • Connecting Data to Power Query
  • Merging Two Data Sources in Power Query
  • D365 Relationship Between Projects, Project Contracts, and Sales Currency
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D365 Finance | Excel Add-in Reports with Formulas

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In this video, we look at using formulas within the excel data connector.

As an excel user, you should be familiar with formulas. Perhaps you frequently take D365 data into excel to perform some external lookups or comparisons. Formulas can be written into your D365 excel-connected experience, so that your dependent formulas refresh when you refresh your connection.

Some Concepts:

  • Using Excel Data Connector Add-in for D365
  • Adding Formulas to Connected Output
  • D365 list-page grouping and totaling
  • CountIf() and VLookup() formulas in Excel
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D365 Finance | Excel Add-in Data Connector from Scratch

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In this video, we look at building a master data report using the excel data connector.

Building the report from scratch instead of relying on the “open in excel” template experiences helped me better understand the connections made using the tool.

Some Concepts:

  • Using Excel Data Connector Add-in
  • Why Does Edge Open My Excel Download File In a New Tab First?
  • Getting Dynamics Connector Add-in for Excel
  • Connecting to Dynamics environment through Dynamics Connector
  • Creating Report Across Multiple Data Entities in One Excel Table
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Project Financial Dimension Report – D365 Finance & Excel

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In this video, we look at building a report based on project financial dimensions using the excel data connector.

Some Concepts:

  • Master data reporting through listpage views
  • Export to excel vs Open in Excel
  • Financial dimension configuration for OData connections
  • Mediocre usage of text-to-columns in Excel
  • Financial dimension and chart of accounts delimiter
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Hotkey Highlights (and Happy Holidays) – Tips for Efficient Journal Entry

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Not sure what to get that special D365 accountant in your life? Waited till the last minute and now you don’t have time to buy a gift? Show your appreciation by passing along this list of journal entry tips. Better yet, send a link to our whole series on shortcuts.

#D365Blogs: the gifts that keeps on giving – even during the holidays.

These example screenshots will be from the general ledger journal form, but are applicable across journal types in D365.

Alt+N – Create a new journal

Alt+N can create a new journal header, and also create new journal lines once the journal lines are opened.

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