How to do it...

Carry out the following steps in order to complete this recipe:

  1. Open a new workbook in Excel and navigate to the Insert tab. Under Add-ins, select My Add-ins, as shown in the following screenshot:
  1. Under Office Add-ins, navigate to STORE, search for Microsoft Dynamics Office Add-in, and click on Add. This is shown in the following screenshot:
  1. Once you've clicked, a new window will open within Excel as follows. Click on Add server information and the system will ask for account credentials. You have to sign in as the user ...

Get Dynamics 365 for Finance and Operations Development Cookbook - Fourth Edition now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.