Implementing Microsoft Dynamics 365 for Finance and Operations Apps - Second Edition

Office 365

The Office integration capabilities of Microsoft Dynamics 365 for Finance and Operations enables end users to interact with the Finance and Operations data in their favorite Office application, such as Excel and Microsoft Word. In Excel, the Microsoft Dynamics Office add-in allows users to export, edit, and publish data back to the Finance and Operations application. In Word, the add-in allows users to build templates and upload those templates to the Finance and Operations application. A user can then trigger document generation to populate Dynamics 365 data to Word, which can be used for light reporting.

The Microsoft Dynamics Office add-in is a lightweight Office web add-on available for free in the Office store. The Office ...