How to Use Excel to Bulk Update Records in Dynamics 365 Finance & Operations

Many people in purchasing, accounting, or other departments at companies using Dynamics 365 Finance & Operations find themselves trying to handle bulk updates to many transactions or other records. Making changes to dozens, hundreds, or even thousands of records manually can be time-consuming and error-prone. Luckily, there is a great tool for this situation – the Excel Data Connector add-in – but many users don’t yet know about it.

In this webinar, we’ll show you how to save yourself lots of time and headaches by bulk updating your Finance & Operations records through the familiar environment of Excel.