One option header will be “Open in Excel” and the other option header will be “Export to Excel”. ![]() On some list pages and forms when you click this icon you will see drop down that shows two options. On various forms, list pages, and grids you will find a Microsoft office icon shown below. Later in the article you will see how, using the tools that we discuss in this article, you can create amazing visual dashboards connected directly to Dynamics 365 Finance and Operations without paying for a Power BI license or writing a single line of code! How To Open Excel Add-In The improved Excel Add-In has some new features that I have not seen deep coverage on and in this article, I aim to show you some of the coolest features and tips I have come across while working with it. ![]() In Dynamics 365 Finance and Operations (D365) Microsoft has built the Excel Add-In on top of the data management framework, utilizing data entities to retrieve, update, and add data to D365. ![]() The Excel Add-In in AX 2012 was very fickle and buggy to say the least. The Dynamics 365 Finance and Operations Excel Add-In has greatly improved since earlier AX 2012 versions.
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