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One of my favorite features as both a power user function and an ease-of-use tool is the native Excel integration throughout Dynamics 365 Finance. With the native Excel integration to create, delete, and update in Excel, you can save your users a ton of time while making it easy to use. Today I am going to show some details on how to permanently customize one of our journal templates for use in Excel. Lets start with taking a look at one of our standard templates. Within the budget form, we select a document and we click on Open in Excel to get the standard template. Excel will open and then we may need to authenticate. Once authenticated, the Excel add-in will refresh and our template will have our data from our budget entry. Looking at the default template we see a few problems. First of all, we dont use budget control, so that first field isnt required. and more importantly, we need to have our business unit and department dimensions always visible. We will navigate to docu
