An official Microsoft add-in that enables users to interact with Microsoft Dynamics 365 (Finance, Supply Chain, Sales, etc.) data directly from within Excel, supporting data viewing, editing, and publishing back to Dynamics 365.
Microsoft Dynamics 365 Excel Add-in
- Excel
- Automation, Data Analytics, Finance, PLM & ERP, Process Control
- Agile Methodology, Business Process Reengineering (BPR), Cloud Computing, Digital Twin, Enterprise Resource Planning (ERP), Software as a Service (SaaS), User experience (UX), User Interface (UI)
Features:
- View Dynamics 365 data in Excel, edit data and publish changes back to Dynamics 365, create new records, refresh data from Dynamics 365, use Excel formulas with Dynamics 365 data, template-based data entry, task pane interface
Pricing:
- Freemium
- Seamless two-way integration between Excel and Dynamics 365, improves productivity for bulk data operations, allows leveraging Excel's familiar interface for ERP data management, free with Dynamics 365 subscription.
- Requires a Microsoft Dynamics 365 subscription, functionality is tied to Dynamics 365 data and entities, primarily for ERP data interaction, not general Excel enhancement.
Best for:
- Users of Microsoft Dynamics 365 applications (across finance, operations, sales, etc.) who need to view, analyze, edit, and publish ERP data using Microsoft Excel.