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?
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?
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
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.
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.
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
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.
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
That was super Faraz!!! I really got a lot out of this video.
Superb
Super - thank you for sharing - it is very detailed for new user.
Glad it was helpful!
Nice one - thanks for sharing.
Excellent 👍 keep posting
Great content 👍
Thank you 🙌
Great video and info. Thanks
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?
Inventory movement I need to add dimensions so I enter in excel to update. How I find financial dimensions in excel data connector.
thank you, this is life changing
Thank you very much
Very good. Thank you
Thanks a lot, very helpful.
A helpful explanation, thank you!
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?
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
We did with two excel add-ins not one but yes possible.
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.
you have to create a journal first in d365.
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.
check what name did you set the template. The name should be same as I mentioned in the video.
Pls upload more videos
One question, if I choose not to select a company during upload, will that publish to all companies by default?
yes it will be then available for all companies. You can try it and let me know.
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
Plz suggest some idea that how I can do this
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.
En Excel, when I push on Publish, It send me this error message "The original data contains duplicate entries".How can I fixed. Thanks
You are entering same data in different rows. Use excel to remove duplication.
How to create a template to come up on the drop down?
That is simple excel feature.
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
docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/financial/dimensions-overview
How to Activate the " New Button" to add Templates for me its not Active
Can you please email me your issue at d365finops@gmail.com
i dont see the new templete in the list :(
Configuration check the video again
@@finopslyceum7779 i have followed your end to end steps, no luck :(
Thank you
Welcomed
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
thank you
You're welcome