How to set up Edit in Excel functionality in Microsoft Dynamics D365?


Edit in Excel allows users to copy and paste data into columns and fields to then import into Dynamics 365 Business Central, rather than manually entering data. This can significantly  improve the efficiency of inputting data into the system. 

In order to use Edit in Excel, please make sure to enable Add Ins in your Excel.

1. Open a new Excel Spreadsheet, go to Insert and select add New Add In.


2. Search for Microsoft Dynamics Office Add-In:


3. Log in with the same credentials as your Business Central user profile: 


4. To test Edit in Excel functionality, please go back to Business Central and find Edit in Excel under the Share button.



5. Make sure the data from Business Central is synced in your newly opened Excel Spreadsheet and Microsoft Add in is on.




6. Populate new data in the lines of the Excel Spreadsheet and make sure to update Line No. which are always incremental by 10,000.



8. When you are ready, select Publish at the right bottom and wait for the message "Published successfully".



Don't forget to refresh the page  in Business Central after the publishing new data from Excel. :)


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