Today’s blog post will focus on one great feature in Microsoft Dynamics 365 Business Central – Edit in Excel. It allows users to copy and paste data into columns and fields within an excel spreadsheet that can be published within Business Central with one click of a button.

How to access Edit in Excel

Edit in Excel functionality is available on the vast majority of task or list screens within Business Central. It can be accessed via the Page/Edit in Excel.

The form then opens in Excel.

 

How to change the Company within the Excel Add-in

You can switch the company that you are working with. To switch company, select the Options icon in the Excel Add-in pane, then select the company from the Company field.

How to change the columns within Excel form

• In the Excel add-in, select Design.

• Then select the Edit function

• Fields can then be Added/Removed/Moved by working with the Selected Fields in the Excel add-in

How to add additional lines to the worksheet

• Click anywhere in the data sources table, and then select New in the Excel add-in.

• Then extra rows can be input or copied from the original data
•  Business Central can then be updated by clicking on the Publish within the Edit in Excel
• Similarly, rows can be deleted by using the delete function with Excel and then clicking on on the Publish within the Edit in Excel to update Business Central

How to refresh data in the worksheet from Business Central

• If other users have updated data directly inside Business Central, the worksheet can be updated by using the Refresh function within the Excel Add-in

 

Contact Queue Associates

 

 

Please contact Queue Associates (a Microsoft Dynamics Gold Partner) to learn more about our services related to implementing and supporting Microsoft Dynamics 365 Business Central. You can reach us by completing the form on our CONTACT page, or by calling us at the Queue office phone number for your local region (U.S. and Global locations).