>> Microsoft Excel can
be used to view and enter
data in Microsoft Dynamics
365 for Finance and Operations.
In this video, we'll
show you how to
create a new Excel template and
then use that template
to view and enter
data in a header
and line pattern.
However, before we proceed,
you must make sure that
the version of Excel that you're
using is at least
16.0.6868.2060.
If you have an older version,
you must update it.
For instructions, see
the "Troubleshoot the
Office integration" topic
on docs.microsoft.com.
Start Excel and create
a new blank workbook.
To enable the workbook to
communicate with
Finance and Operations,
you must first
install an add-in.
Click the "Insert" tab.
Click "Store", search
for "Dynamics",
click "Add" next to Microsoft
Dynamics Office Add-in.
The "Add-in" now appears on
the right side of
the Excel window.
You must now add
server information
to connect to
Finance and Operations.
Excel has now established
a connection with
Finance and Operations.
We'll now design a template for
viewing and entering
purchase orders.
In the "Data Connector Pane",
click "Design" to
turn on "Design" mode.
Click "Add Fields", select
the "Purchase
Order" header table
so you can add
the header fields.
Click "Next" to view the list
of fields that you can add.
There are a few things
that you must
understand before
you add the fields.
First, you must add
all fields that make
up the primary key.
These fields have
a key symbol beside them.
Second, you must also
add the purchase
order number field,
even if a number
sequence will be used
to automatically
number purchase orders.
The purchase order number field
is required because
Excel must have all the
information that's required,
in order to successfully create
a purchase order in
Finance and Operations.
Even if you don't plan to
create purchase orders
by using Excel,
it's still a good idea to add
the purchase order number field
from a functional perspective.
Third, because we're designing
the header part of the template,
you must lay out the fields in
a vertical manner not in
a horizontal grid-like manner.
Therefore, you must choose
a cell and the workbook for
the label of the field and
an adjacent cell for the value.
You'll do this for every field
that must be added.
Let's look at how
we can add a field.
Select cell "A1" for
the label of the data area.
Select cell "B1" for the value
of the data area ID field.
Repeat this process for
every other field that you
want to add to the header.
After you finish adding fields,
you can complete the design
of the header for this template.
Click "Refresh" to fetch data
from Finance and Operations.
The workbook retrieves the
first purchase order that was
created across
all legal entities
in Finance and Operations.
Later in this video,
we'll look at how
to bind templates
to legal entities.
This is a good time to make
sure that the formatting of
the purchase order number
field is set to text.
If it isn't, you must
change it to text.
We must now add support
for purchase order lines,
in the data connector pane,
turn on design mode.
We must now add
the purchase order lines table
as a child table to the header.
Click the "Double
Plus" sign button next
to the purchase order
header data source.
The data connector app
automatically
selects the purchase
order lines table.
Click "Next" to see the list of
fields that are
available for lines.
Select the cell as
a starting point to lay
out the grid for the lines.
As before, you must add
the primary key fields,
because the fields will be laid
out in a grid like manner.
You just have to select a field.
After you finished, the
lines grid appears
in the Workbook.
Click "Refresh" to fetch
the lines that correspond
to the purchase order.
Save this template
to your computer.
As the user who
created this template,
you can continue to
use the template to
view existing data
and add new data.
However, you might
also want to make
the template available to
other users in
your organization.
Let's quickly see how we can do
this in Finance and Operations.
In Finance and Operations,
in the common module, open
the document templates page.
This page lists all the
Excel templates that are
available out of the box
in Finance and Operations.
We allowed the template
that you just
created to this list.
Click "New" to
begin the process.
Click "Browse" to
select and upload
the template that you save
to your computer earlier.
By default,
this template will be
available on the
"Open an Office Menu"
on the purchase
orders list page for
all legal entities and
Finance and Operations.
However, if you want
to make this template
available to a specific
legal entity only,
you can select this
specific company checkbox
and then select
the legal entity.
Note, that if you want multiple
legal entities but
not all of them.
To have access to this template
you can make copies
of the template,
upload the copies individually,
and then link each copy to
a different legal entity.
In this way, you can control
the scope of visibility
for a template.
By default, the template is
available to all
countries and regions.
Therefore, the template
will always appear on the
"Open an Office Menu" on
the purchase orders list page,
regardless of the country
or region codes
that are enabled in
Finance and Operations.
However, if you want to limit
this template to a specific
country or region code,
you can associate it with
a country or region by
selecting the specific country
or region checkbox,
and then selecting
the country or region.
If the template must
be associated with
multiple countries or
regions but not all of them,
follow the same process of
making copies of the template.
By default, the template is
available to any user language.
Therefore, the template
will always appear in the
"Open an Office Menu" on
the purchase orders list page,
regardless of the language
that's selected on
the user options page in
Finance and Operations.
However, if you want to limit
this template to
a specific language only,
you can associate it
with a language code by
selecting the specific
language checkbox,
and then selecting
the language code.
If the template must
be associated with
multiple languages
but not all of them,
you can follow the same process
of making copies
of the template.
After you've added the template
it appears on the list page.
Switch to the specific company
that the template was
associated with and open
the purchase orders list page.
On the "Open an Office Menu",
you'll see that the new template
is available for use.
If you don't see the template
on the "Open an Office Menu",
make sure that your language
setting and the country or
region codes that are enabled
in Finance and Operations,
match the settings
for the template.
This brings us to the end
of this presentation.
We hope you found
this information
useful. Thank you for watching.
