NeerajDynamics

Document Template for Uploading General Journal lines Basic Setup in dynamics 365  Navigate to General Ledger  à    Charts of Accounts  à  Dimensions  à  Financial dimension configuration for integrating applications. 1.         Click New. Select the Dimension Format type as “Ledger Dimension Format”. 2.         Select the Required dimensions that are to be used while filling the details in the Template for                   uploading the General Journal Lines. Sequence is very much important. 3.         Sequence is reflecting in our example as “Main Account – Business Unit – Employee – Purpose-              Vendor -Customer”. 4.         Change Active for type to “Yes”. Financial Dimension Configuration for Integrati...

  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 ...