Tag Archives: D365F&O

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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Podcast Alert! On Data Migration | MVP Insights with John Siefert

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Recently got to talk with John Siefert, CEO of Dynamics Communities about data migration and my career in ERP. John has been hosting a series of MVP interviews in advance of Community Summit 2024 (October 13-17 in San Antonio).

The set of MVP Insights interviews can be found here.

Things we talk about:

Community Summit 2024

That’s right: if you attend Community Summit in San Antonio, and you get up before 8am on Tuesday October 15, you too can listen to me talk about Data Migration.

REGISTER HERE.

Podcast Alert! D365 Consulting with Josh Knox | Ellipse Unsealed Ep. 34

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Had lot of fun chatting with Savanna Manger and the legendary Bobby Small on the Ellipse Unsealed D365 Podcast. The complete Ellipse Unsealed Podcast Playlist is here.

Things we talk about:

  • Bobby and I reminisce about my alma matter, George Mason University, and how the area has changed.
  • The joy and adventure of experimenting with a new consulting business model at Cooptimize.
  • Our favorite books, foods, and words.

We also talk a bit about my book – you can get your copy HERE!
(or just shoot me an email and I’ll gladly send you a copy).

Podcast Alert! Crafting a Consulting Niche | MVP Show with nz365guy

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It was a pleasure to be chat with Mark Smith (nz365guy) on his MVP Show Podcast. You can find more of his podcast interviews here.

Things we talk about:

  • My journey from college, to ERP consulting, to independent consulting, to joining Cooptimize.
  • Experiences living in Brazil, differences in US/Brazil culture, the importance of family, food fun.
  • Reflections on the importance of soft skills in the ERP consulting industry.

Crafting a consulting niche is a chapter in my book – you can get your copy HERE!
(or just shoot me an email and I’ll gladly send you a copy).

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
Continue reading →