![]() This creates a dynamic connection to the data entity which can be used to update, create, and refresh data to and from the system. “Open in Excel” means that there is a data entity which you can connect to using the Microsoft Excel Add-In. 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. Dynamics AX vs Dynamics 365 Finance & Operations
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