EXCEL add-in USED FOR D365 DATA ENTITY To use excel add-in for D365 data entities for CRUD operations. You can easily follow below mentioned steps: 1. Open Excel from any Desktop or VM and click on Add-ins option under insert tab: 2. Check if you have Microsoft Dynamics Office Add-ins, If not then download it from Microsoft store: 3. If you have above mentioned Add-in click on this and click add server information: 4. In server URL add your environment URL either dev, UAT or PROD and click OK. for e.g: (https://xxxxxxxxxxxxxxxxxxx.dynamics.com/) 5. Click on Design button and it will display below mentioned screen: 6. Click on Select entity data source and choose your desired data entity from list on which you need to perform CRUD operations and click on NEXT: 7. Double click on each field present in AVAILABLE FIELD SECTION to get them in SELECTED FIELD SECTION: 8. Click on Refresh Once and you will be able to see data in your entity in Excel: 9. After making changes to...
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