How to Add the Dynamics Excel Add-in to an Excel Sheet

Click the Insert tab, click Get Add-ins, and then click the Add-Ins category.
When the Office Add-ins window appears, click the Admin Managed tab and choose Microsoft Dynamics.
A window pane should appear to the right of the Excel document. If there is any information on the sheet that is not in D365, it may need to be refreshed.
Within the window pane on the right of the Excel document, click the settings cog next to the "Data Connector" label and ensure that the Server URL is pointed to production if that is your intention. The Production D365 Server URL is https://hurco-prod.operations.dynamics.com.

Creation date: 11/14/2022 8:41 AM Updated: 11/14/2022 8:41 AM

Dynamics 365 Finance & Operations