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Update/Delete/Create data across multiple Legal entity using Excel Addins in Microsoft Dynamics 365 Finance and Operations

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Greetings, In today's blog post, we will explore some useful tricks for working with Microsoft Excel add-ins. Specifically, we will cover how to create, modify, update, and delete data across multiple legal entities within Microsoft Dynamics 365 Finance and Operations. Scenario: Suppose you need to perform multiple create, delete, and update operations across different legal entities on a specific form. This can be a time-consuming and laborious task if done manually. Fortunately, there is an alternative solution using MS Excel add-ins, which we will demonstrate in this post. Prerequisites: This technique applies to forms that have a corresponding data entity. Microsoft Excel 2016 or a higher version must be installed on your system. Microsoft Dynamics Excel add-ins must be properly configured within Microsoft Excel. Example: To illustrate this process, we will use the Fixed Asset Group form. However, this functionality is not limited to this form alone and can be used in any entit...

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