Enhancements to Excel integration

Enabled for Public preview General availability
End users, automatically This feature is released. Aug 1, 2019 This feature is released. Oct 1, 2019

Business value

Excel is one of the most commonly used tools in financial management. Based on customer feedback, more enhancements are added to improve scenarios for using the Microsoft Dynamics add-in for Excel with Dynamics 365 Business Central.

Feature details

When the user selects the Edit in Excel action from a list page, most filters set on the list page are applied to the list when it is exported to Excel. This also enables publishing changes back into Business Central from a filtered list of records in Excel.

In addition, the number of fields available for reading and publishing edits from Excel is expanded. This includes being able to view and edit fields that are added through extensions.

The Edit in Excel action has also been enabled on various Sales and Purchase document subpages, such as Sales Order Lines.

See also

Feature exploration (video)

Viewing and Editing in Excel From Business Central (docs)