Document Template for Uploading Purchase Order Lines
Document Template for Uploading Purchase Order Lines 1. Install the Excel Add-in in Excel Go to Insert Tab à Get Add-ins à Search Microsoft Dynamics Office Add-in à Click Add Then Fill the server information (URL – of Dynamics Environment) 2. Now Let’s understand the meaning of below option: S. No. Option Use 1 New >> To create new record (like new purchase order, sales order, general journal etc) >> Previous data will be override 2 Refresh >> By refreshing, Data can be exported to the template from Dynamics 365 >> By default it shows the first record available in the data source 3 Publish >> After making changes in the data in template (fill the data), then we publish the data. It updates the values in the Dynamics. >> There is option that to ...