Microsoft Dynamics 365 Business Central | Edit in Excel

Since Microsoft Dynamics 365 Business Central is part of the Microsoft Office 365 suite1, there are many great features included with the Office products. One of these features is the Edit in Excel functionality. Edit in Excel allows users to export data from Business Central into Excel to either mass update or analyze transactional data.

For example, if you need to update the payment terms for several customers you can use the steps below:

Open the Customers window.

Microsoft Dynamics Business Central | Edit in Excel

Select “Edit in Excel” under the Home Tab.

Microsoft Dynamics Business Central | Edit in Excel

Open the downloaded Excel sheet “Customer Card”.

Click on Enable Editing within the Excel sheet.

Microsoft Dynamics Business Central | Edit in Excel

Authenticate with your Office 365 login.

The data will be retrieved and your customer list will be populated.

Microsoft Dynamics Business Central | Edit in Excel

Here you can go ahead and find the field that you would like to update and make your change.

Ex: We are changing all the customer payment terms to “30 DAYS”

Microsoft Dynamics Business Central | Edit in Excel

Once you are done making your changes, click on the “Publish” option in the Microsoft Dynamics Office Add-in window.

        Microsoft Dynamics Business Central | Edit in Excel

The system will retrieve the changes and write back to the Business Central. Once completed, you should receive the message below.

         Microsoft Dynamics Business Central | Edit in Excel

You can then close the Excel workbook and confirm that the changes have been made within Business Central.

Microsoft Dynamics Business Central | Edit in Excel

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Visit us at www.BondConsultingServices.com or just pick up the phone and call 562.988.3451.

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1 Disclaimers:

This functionality is only available in Microsoft Office365 for Windows