PROCEDURE

WI to confirm approval and install the Prophix Analyzer add-on in M365 Excel.

For Support related issues or errors, please reference KB00002035

REQUIREMENTS

New User Onboarding Form approves action or obtain client POC approval

STEPS

Open Excel and select a new document. Select the File tab and select Options. Select Trust Center and click Trust Center Settings:

Select Trusted Add-in Catalogs. In Catalog URL, type or paste the previously copied UNC path: \clfs\main\Prophix Analyzer Click Add to Catalog Check Show in Menu Click OK on the Manage Add-In Catalogs pop-up Click OK

Close and Reopen Excel. Go to Insert > My Add-ins:

Select Shared Folder on the Office Add-ins window Click on Prophix Analyzer and click Add Prophix Analyzer will now appear in the ribbon and the user can sign-in with their MS Dynamics credentials

We do not manage credentials but user can select Forgot Password option if they are having issues logging in.

REFERENCES

Prophix Analyzer User Guide KB00002035 - Adstra/Belardi Wong - PBAs & Contact List