Configure excel templates in Dynamics 365 Finance & operations

Поділитися
Вставка
  • Опубліковано 11 гру 2024

КОМЕНТАРІ • 45

  • @tracialmeida
    @tracialmeida 3 роки тому +1

    That was super Faraz!!! I really got a lot out of this video.

  • @smitaasoni
    @smitaasoni 8 місяців тому

    Super - thank you for sharing - it is very detailed for new user.

  • @leanerp686
    @leanerp686 9 місяців тому +1

    Nice one - thanks for sharing.

  • @asmathkhan8319
    @asmathkhan8319 3 роки тому +1

    Excellent 👍 keep posting

  • @pranavteja13
    @pranavteja13 3 роки тому +1

    Great content 👍

  • @advent7324
    @advent7324 2 роки тому

    Great video and info. Thanks

  • @davidbanks636
    @davidbanks636 3 роки тому +1

    I tried creating a excel template for root data entity “InventInventoryCountingJournalLineEntity”
    I downloaded the entity and reformatted the excel file and tried importing into the document template. Import was successful, but I do not see the template. What am I doing wrong?

  • @MuslimIslam01
    @MuslimIslam01 2 роки тому +1

    Inventory movement I need to add dimensions so I enter in excel to update. How I find financial dimensions in excel data connector.

  • @aeiwer
    @aeiwer 2 роки тому +1

    thank you, this is life changing

  • @loginramanan
    @loginramanan 2 роки тому +1

    Very good. Thank you

  • @fico-business-solutions
    @fico-business-solutions 2 роки тому +1

    Thanks a lot, very helpful.

  • @georgygursky4303
    @georgygursky4303 4 роки тому +1

    A helpful explanation, thank you!

  • @bhumitsoni6094
    @bhumitsoni6094 Місяць тому

    Hello Faraz
    Wonderful video. Hope for some more.
    When you say keep same name while importing custom template, you have selected the USMF as entity. But for me i need to have for across the entity and not to the specific in this case how can i the custom template?
    If i',m selecting entity then system is asking to replace the current system template with custom template which we do not want.
    Any suggestion?

  • @chandankumar-lc5qz
    @chandankumar-lc5qz 2 роки тому +1

    hi. lovely video, wonderful learning.
    I have a query. Using excel add-in feature, is it possible to bulk create fixed assets with correctly inputing assets into the FA register with relevant fields populated and necessary to acquire and depreciate the asset later on manually.
    Bulk creation of the fixed asset needs to create the assets in not only the accounting book but also the 2 x tax books, by a single load.
    Thanks in advance

    • @finopslyceum7779
      @finopslyceum7779  2 роки тому

      We did with two excel add-ins not one but yes possible.

  • @nestorramirez8047
    @nestorramirez8047 Рік тому

    Hi, Is there a way to create a new journal from the template or do you have to create a journal in D365 first and then add data from the excel template.

  • @alm1884
    @alm1884 2 роки тому

    Hi Faraz, New template added in document template is not available under "Open in Microsoft Office" it's for Ledger General Journal, Kindly advise thank you in advance.

    • @finopslyceum7779
      @finopslyceum7779  2 роки тому

      check what name did you set the template. The name should be same as I mentioned in the video.

  • @mohsinalibhatti7072
    @mohsinalibhatti7072 3 роки тому +1

    Pls upload more videos

  • @tracialmeida
    @tracialmeida 3 роки тому

    One question, if I choose not to select a company during upload, will that publish to all companies by default?

    • @finopslyceum7779
      @finopslyceum7779  3 роки тому

      yes it will be then available for all companies. You can try it and let me know.

  • @sonalibharti8815
    @sonalibharti8815 3 роки тому

    I have one query like. Only for system standard template we can do this or we can create our own also . Like I want to do this for main account but for main account entity not system standard template is present in document template

    • @sonalibharti8815
      @sonalibharti8815 3 роки тому

      Plz suggest some idea that how I can do this

    • @finopslyceum7779
      @finopslyceum7779  3 роки тому +1

      In my example. I have downloaded the original template and then modified it but yes you can create a new template but remember you can only publish the data to available fields in that data entity. Once you have design and connected it with data entity. You can then upload to document templates. If you have any specific scenario please do email me at D365finops@gmail.com.

  • @alfblazquez
    @alfblazquez 4 роки тому

    En Excel, when I push on Publish, It send me this error message "The original data contains duplicate entries".How can I fixed. Thanks

    • @finopslyceum7779
      @finopslyceum7779  4 роки тому +1

      You are entering same data in different rows. Use excel to remove duplication.

  • @207roshan
    @207roshan 4 місяці тому

    How to create a template to come up on the drop down?

  • @miguelcajas90
    @miguelcajas90 3 роки тому

    Hello, is it possible to add the fields of the financial dimensions in the excel template, and if so, how can it be done? Good video

    • @finopslyceum7779
      @finopslyceum7779  3 роки тому

      docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/financial/dimensions-overview

  • @thanveervp940
    @thanveervp940 4 роки тому

    How to Activate the " New Button" to add Templates for me its not Active

    • @finopslyceum7779
      @finopslyceum7779  4 роки тому

      Can you please email me your issue at d365finops@gmail.com

  • @rajt2844
    @rajt2844 22 дні тому

    i dont see the new templete in the list :(

    • @finopslyceum7779
      @finopslyceum7779  22 дні тому

      Configuration check the video again

    • @rajt2844
      @rajt2844 22 дні тому

      @@finopslyceum7779 i have followed your end to end steps, no luck :(

  • @babusuneelk
    @babusuneelk 3 роки тому +1

    Thank you

  • @SangNguyen-hv6sg
    @SangNguyen-hv6sg 2 роки тому

    An error occurred while retrieving applet and resource registration information. Please contact your system administrator. Details: You do not have permission to interact with this system.
    I can't connect on excel

  • @daourndiaye4103
    @daourndiaye4103 5 місяців тому +1

    thank you