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Hi,
Recently we have started exploring more and more the full functionality of Dynamics 365. One thing that we have not been able to find is a way to automatically pull a trial balance amount based off the entity, period, and account via a formula or other automatic driver directly into excel. Does anyone know a way to do this?
A family of Microsoft spreadsheet software with tools for analyzing, charting, and communicating data
Locked Question. This question was migrated from the Microsoft Support Community. You can vote on whether it's helpful, but you can't add comments or replies or follow the question.
Thanks will post it over there.
The goal is to pull a balance without having to download a TB from dynamics - rather have it auto populate in excel
You may check this link.
Dynamics 365 export data to Excel - Microsoft Community Hub
I'd suggest you create a new thread on Microsoft Dynamics 365 Community
Thank you for your understanding.