Excel Add-In for MSAX
Read, Write, and Update Dynamics 365 Finance & Operations from Excel
The Dynamics 365 Finance & Operations Excel Add-In is a powerful tool that allows you to connect with live Microsoft Dynamics 365 Finance & Operations data, directly from Microsoft Excel. Use Excel to read, write, and update Vendors, Customers, Accounts, Jobs, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!
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Bi-Directional Access To Live Dynamics 365 Finance & Operations Data From Excel
The Excel Add-In for MSAX is integrated with the Excel toolbar and ribbon, providing direct access to
live data with a single click.
Easy-To-Use, Straightforward Configuration:
- Install the Add-In
- Login with User & Password
- Select Tables
Installing any of the Excel Add-Ins creates a new CData data access toolbar in Excel that users can
access to connect to remote data. From the Excel toolbar, users can select any of the installed CData Add-Ins
to configure a connection.
Select Tables and Columns
Once the data connection is configured, just specify the table and the Excel Add-In will populate a new Excel
sheet with live Dynamics 365 Finance & Operations Data.
Dynamics 365 Finance & Operations Data With The Full Power of Excel
Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!
- Modify and delete Records.
- Quickly export and backup data.
- Operate on data with Charts and Pivot Tables.
Excel Add-In for Dynamics 365 FinOp Resources:
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