How to Automate Department-Specific Excel Reports in Dynamics 365 F&O?
Table of Contents
Question
Your company has multiple departments that require customized Excel reports generated from Dynamics 365 finance and operations apps, but they want to minimize repetitive manual work.
You need to automate the generation of department-specific Excel reports from Dynamics 365.
What should you do?
Select only one answer.
A. Implement Excel add-in for Dynamics 365 and design templates for each department.
B. Schedule a recurring batch job to export data to a shared folder in Excel format.
C. Train department heads to manually export data to Excel and apply filters as needed.
D. Create a single Excel template and instruct users to manually enter their departmental data.
Answer
A. Implement Excel add-in for Dynamics 365 and design templates for each department.
Explanation
Implementing the Excel add-in for Dynamics 365 and designing templates for each department automates the report generation process and minimizes manual work. Training department heads for manual export is not efficient. Scheduling a batch job does not provide customized reports for each department. Creating a single template requires manual data entry, which is not efficient.
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