Microsoft Dynamics 365 Fundamentals Practice Exam

As an admin in D365 Finance, what tool is recommended for uploading a small number of journal entries?

1. Excel data connector add-in

2. Data Management Framework

3. D365 Import Wizard

4. Power Query

The correct answer is: Excel data connector add-in

Uploading a small number of journal entries in D365 Finance can be efficiently accomplished using the Excel data connector add-in. This tool provides a straightforward way to interact with Dynamics 365 by allowing users to create, edit, and manage data directly through familiar Excel functionalities. Using the Excel data connector, admins can quickly format their journal entries in Excel and then upload them seamlessly into the system. The similarity in formatting between Excel and the data requirements in D365 makes it user-friendly, especially for small batches of data. In contrast, the Data Management Framework is more comprehensive and is typically used for larger-scale data imports and exports. It involves a more complex configuration process that may not be necessary for a few journal entries. The D365 Import Wizard and Power Query could also facilitate data handling, but they are generally not as efficient or effective for small, straightforward uploads as the Excel data connector. Thus, for this specific task of uploading a small number of journal entries, the Excel data connector is the recommended tool due to its ease of use and direct integration capabilities with Dynamics 365.