How Dynamics 365 for Financials Works with Excel

Microsoft Dynamics 365 for Financials offers a wide array of powerful tools for the analysis and upkeep of financial data. One of these tools is the integration between D365 for Financials and Microsoft Excel. This streamlined, easy to use integration allows for all of Excel’s top of the line analysis, charting, and graphing tools to be applied to company’s data stored in D365 for Financials.


Connecting to Excel from D365 is simple. Once users search for and bring up the relevant list in D365 an “open in Excel” tab appears. Clicking this icon launches Excel, followed by the Microsoft Dynamics add-on, which creates a live link to the Microsoft Dynamics 365 system. This imports the relevant data in to Excel.

Once the data is imported all of Excel’s top of the line analysis, charting, and graphing tools are available to users. This allows for the creation of everything from charts of sales trends to pivot tables. These graphs help users analyze the data, view trends, and forecast future needs. The data from D365 is also able to be edited in Excel, allowing for users to update fields, then sort by and graph out those updates. These changes are also reflected inside of D365 thanks to the live data link. This link ensures that graphs, tables, and reports created in Excel are always updated with the correct data, keeping users from having to update weekly or daily.

By integrating with Excel’s powerful analysis and graphing functions Dynamics 365 for Financials gives users the ability to create a wide array of helpful visualizations for their financial data.

Learn more with this quick video: