Posts Tagged ‘Excel’

SmartConnect Office Hours Recap for March 15th, 2019

Thanks for joining the SmartConnect Office Hours last Friday, March 15th, 2019.  Here is a quick summary of what we covered:Our topic for the day focused on GP Excel templates. We focused on the set up from start to finish and did a basic review on how to run the map.Some of the questions asked included:  How was…

[Read More]

SmartConnect Purchase Order Template for Business Central

It makes sense: accountants love Excel and Business Central is for accountants. Out of the box, Business Central offers ‘Edit in Excel’ functionality but it just doesn’t cut it for most users. Thankfully if you own SmartConnect, we have a solution!Our Purchase Order template lets you do something ‘Edit in Excel’ could never do; import a…

[Read More]

SmartConnect Office Hours Recap for March 1st, 2019

Thanks for joining the SmartConnect Office Hours last Friday, March 1, 2019.  Here is a quick summary of what we covered:Our topic for the day focused on our Excel Add-In. We covered both the set up and running the map itself.Here is the link to the recording.If you’re interested in attending an upcoming SmartConnect Office Hours, you…

[Read More]

SmartConnect Item Journal Template for Business Central

It makes sense: accountants love Excel and Business Central is for accountants. Out of the box, Business Central offers ‘Edit in Excel’ functionality but it just doesn’t cut it for most users. Thankfully if you own SmartConnect, we have a solution! We made our Item Journal template flexible and easy to use. Just like in…

[Read More]

SmartConnect General Journal Excel Template for Business Central

It makes sense:  accountants love Excel and Business Central is for accountants. Out of the box, Business Central offers ‘Edit in Excel’ functionality but it just doesn’t cut it for most users. Thankfully if you own SmartConnect, we have a solution! We made our General Journal template easy to use and easy to customize to keep…

[Read More]

Integrations from Excel to Microsoft CRM – A Match Made in Heaven

Ah Microsoft Excel… I love working in Excel and frankly would be lost without it. Excel delivers flexibility to adjust on the fly, functionality to save time and provides access to only the data I want the moment I need it. However, I’m also in Dynamics CRM all-day and, like many of you, have a…

[Read More]

Tech Tuesday: Setting Up Dynamics NAV-Excel Template Connections

Setting up an Excel template can take less than 5 minutes or can take more than a day if you don’t know what you’re doing.  After reading this article, I’m hoping to move a few more people into the 5 minutes or less crowd.  The setup is the same for Microsoft D365 Financials Business edition,…

[Read More]

Tech Thursday : Save an Excel File From a REST Service Response

Since SmartConnect 2015 we’ve been able to connect to a variety of REST services using the REST connector.  This requires the service to provide a JSON or XML payload.  I recently came across a service that doesn’t use JSON or XML.  The GoToWebinar Admin API will only give back an Excel file, so I could…

[Read More]

Tech Tuesday:  Removing Blank Rows from an Excel Data Source

Excel is a very common data source for SmartConnect maps, but sometimes causes problems when SmartConnect reads blank lines from a worksheet.  This isn’t an issue with SmartConnect, but rather an issue with Excel not knowing what cells are being ‘used’.  After building a spreadsheet, sometimes Excel thinks that blank rows at the bottom of…

[Read More]

Tech Tuesday: Error when attempting to export SmartList data to Excel

I have run into issues in support where people are attempting to use the “Export to Excel” feature in SmartList, and receiving an error that says something like, “We found a problem with come content in “My File Name.XLSX”.  Do you want us to try and recover as much as we can?  If you trust…

[Read More]

RECENT POSTS


Join us in Las Vegas for our SmartConnect GP bootcamp or BC & NAV bootcamp
Join us in Boston for our SmartConnect Bootcamp - April 24th & 25th
Tech Tuesday: Bringing in expenses from an outside system to NAV/D365 Business Central
SmartConnect Office Hours Recap for March 15th, 2019
A Summary of Top Features Added Over the Years

POPULAR POSTS


2016 SmartConnect Integration Bootcamps
Tech Tues: Automatically refreshing Pivot Tables in Excel Refreshable Reports
Happy Thanksgiving from the eOne team!
New Releases of Extender and SmartList Builder
2017 SmartConnect Integration Bootcamps

CATEGORIES

ARCHIVES

open all | close all

TAGS

CRM Demo Dynamics Dynamics 365 dynamics crm Dynamics GP Dynamics NAV Econnect Employee Spotlight eone eOne News eOne Spotlight ERP Events Excel Excel Report Builder Extender Flexicoder GP GPUG integration integration manager Meet the Team Microsoft Microsoft dynamics crm Microsoft Dynamics GP Office Relationships partners release SalesForce SalesForce.com scripting SmartConnect SmartConnect.com SmartConnect Office Hours SmartList SmartList Builder SmartList Designer SmartView SQL Support Tech Tuesday Templates training Zendesk