Enhancements to Excel integration

Important

Some of the functionality described in these release notes has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
End users, automatically October 2019

Business value

Excel is one of the most common tools used with financial systems. Based on customer feedback, these planned enhancements add more 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. Additionally, 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 to pages through extensions.