How to modify a journal template in Dynamics 365 Finance
Автор: D365Plus
Загружено: 2022-01-12
Просмотров: 2683
One of my favorite features that is both a power user function and an ease-of-use tool is the native Excel integration throughout Dynamics 365 F&O. With the native Excel integration to create, delete, and update in Excel, you can save your users a ton of time while making it easy to use. Today I am going to show some details on how to permanently customize one of our journal templates for use in Excel.
Table of Contents:
00:00 - Introduction
00:06 - Intro
00:33 - Problem overview
01:18 - Finding the Excel template
01:41 - Adding and removing fields
02:34 - Fixing our subtotals / SUMIF
04:10 - Uploading our new template
04:47 - Validating the new template
05:20 - Call to Action
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