Template A was created using Microsoft Word Organization.

The app runs inside Excel in a task pane. The Excel App is web-based, and therefore shares technology with the client and will run inside both on-premises Excel instances and Microsoft Excel Online (Microsoft 365). Apps for Office – The Excel App is built by using the Apps for Office framework (which is also known as the Office Web API).The connector uses OData services that are created for any entity that is left in the default state of 'public' ( DataEntity.Public= Yes). Entities and OData – You will use the Microsoft Dynamics Excel Data Connector App (Excel App) to create, read, update, and delete.You will also see how files can be stored and shared by using the document management and email capabilities.

You will see how Excel and Word use data entities as an entry point into the system, how Excel can become a core part of the user experience, and how Excel and Word can be used for ad-hoc lightweight reporting. In this tutorial, you will use and build Microsoft Office integration experiences that involve Microsoft Excel, Microsoft Word, the document management capabilities of finance and operations apps, and email. In this tutorial, you will use and build Office integration experiences that involve Excel, Word, document management, and email. If you need to find a specific page, you can use Search. Navigation might be different than noted while we make updates. The functionality noted in this article is currently available in both the stand-alone Dynamics 365 Human Resources and the merged Finance infrastructure.

Template A was created using Microsoft Word Organization.