Incorporate Excel with Dynamics 365

1. Incorporate Excel with Dynamics 365 Many people still use MS Excel today and for good reason. It is a well- established spreadsheet with powerful capabilities for computing complex data and much more. What is missing, however, is improved security for sharing, tracking changes (unless you use them in SharePoint, the inability to track historical performance and numbers, and the inability to Track activity How to do we Well, one solution is to integrate it with another app that has all of these features, like Dynamics 365. Dynamics 365 and built-in Excel tools There are some pretty cool Excel functions built into Dynamics 365, such as: On-demand template import and creation However, the import utility lacks the capacity for complex data. Additionally, there is no predefined way to automate the integration between your running Excel workbook repositories and Dynamics. For example, many businesses today still use Excel to record financial data important to their day-to-day operations, simply because of the simple data entry and complex formulations built into it. It might seem like a time when you should give up and move on, but there is a solution. Create custom integration with other available tools Sunbridge created a custom solution to integrate Excel with Dynamics 365 using powerful cloud services like Azure and highly supported .NET libraries available to developers in NuGet, the popular package manager for developers. .NET. Your key decision-makers have the flexibility to choose how the data should be transferred to Dynamics 365 with a customized solution. Once used in Dynamics, your power users can use the features built into Dynamics to create detailed charts and dashboards to track performance. Plus, your teammates can use the imported data to track their activities, from scheduling to email correspondence. To learn more about integrating Excel with Dynamics 365, contact Sunbridge today!