Many people still use MS Excel today and for good reason. It is a well-established spreadsheet with powerful capabilities for computing complex data and much more. What is missing, however, is improved security for sharing, tracking changes (unless you use them in SharePoint, the inability to track historical performance and numbers, and the inability to Track activity How to do we Well, one solution is to integrate it with another app that has all of these features, like Dynamics 365.

Dynamics 365 and built-in Excel tools

There are some pretty cool Excel functions built into Dynamics 365, such as: On-demand template import and creation

However, the import utility lacks the capacity for complex data. Additionally, there is no predefined way to automate the integration between your running Excel workbook repositories and Dynamics. For example, many businesses today still use Excel to record financial data important to their day-to-day operations, simply because of the simple data entry and complex formulations built into it. It might seem like a time when you should give up and move on, but there is a solution.

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