We had a user who was keen to have a trial balance report in Microsoft Excel, rather than having to access D365 F&O directly. They also preferred not to use Power BI for this particular case. Firstly, a quick reminder of what a trial balance is. A trial balance is essentially a financial report that summarises the …
A blog sharing articles, ideas and experiments about Microsoft Dynamics 365 for Finance & Operations (D365 F&O)