Posts Tagged ‘Excel’

A Recap: SmartConnect Excel Templates for Business Central

We’ve been mentioning it for a few months – that it just 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! Since January we’ve shared a series…

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Key Features Series: Built-in Excel Capabilities

As with each of the first 3 entries in this series, we’ve focused on the release of SmartConnect.com and the best features available to users. The goal of any feature that exists within SmartConnect is to improve the experience for the user by solving a problem or task that would otherwise prevent the solution from…

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SmartConnect Journal Entry Pack for Business Central

The Template Thursday posts from the last few months have shown how easy it is to use the Business Central Excel templates.  Sometimes the most difficult part of using the templates is the initial set up.  If you purchase the Journal Entry Excel Template Pack, you can let us do the most difficult part for…

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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…

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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…

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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…

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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…

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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…

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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…

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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,…

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