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!
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