How to Seamlessly Integrate Dynamics 365 F&O with Excel Using OData?
Table of Contents
Question
You are working on a project that involves Microsoft Dynamics 365 finance and operations apps. You have been integrating the finance and operations apps with Microsoft Excel using OData.
You need to ensure that the integration is seamless and does not disrupt the existing workflows.
What should you do? Each correct answer presents part of the solution. Choose three.
Select all answers that apply.
A. Configure the OData connection in Microsoft Excel.
B. Integrate the apps with Excel using virtual entities.
C. Use dual-write to integrate the apps with Excel.
D. Create an OData endpoint in the finance and operations apps.
E. Use Power Automate to create a data flow between the apps and Excel.
F. Test the connection and validate the data flow between the apps and Excel.
Answer
A. Configure the OData connection in Microsoft Excel.
D. Create an OData endpoint in the finance and operations apps.
F. Test the connection and validate the data flow between the apps and Excel.
Explanation
Creating an OData endpoint in the finance and operations apps, configuring the OData connection in Excel, and testing the connection are the correct steps for integrating the apps with Excel using OData. Power Automate is not necessary for this task. Virtual entities and dual-write are used for integrating with Microsoft Dataverse, not Excel.
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