Become a master of your data – Dynamics 365 Excel Addin
Session Overview: In most implementations, its all about minimum viable products and getting to the objectives. And then everyone leaves… and no then its all about ‘innovating’ and finding your own way. There is little time spent on end user enablement. Its time for that to change…
Take control of your data and understand how your data comes in an out of your ERP. Explore on your own, test on your own, then execute valuable use cases on your own.
In this session, we’ll demonstrate multiple common scenarios that companies encounter such as creating Sales orders, purchase orders, customers, free text invoices, data cleanup, etc using Excel.
The goal is to leave this session being able to execute on your own scenarios right out of the gate.
Learning Objectives:
- Utilize out-of-the-box templates
- Explore current data entities
- Get started to daily execution
Speakers: Justin Carter, Yvette Carter
Recorded at: Community Summit NA 2026
Type: Education Session
Ability Level: 201 – Intermediate
Primary Product: Dynamics 365 F/SCM (FO)
Tracks: Data, Operations, Training and User Adoption
Terms: All rights reserved by the speaker, Community Summit NA, and Dynamic Communities and cannot be reproduced or distributed without express written consent by the speaker and Dynamic Communities.
