36

Edit in Excel/Send to Excel

Being able to filter the data before sending it to Excel and/or being able to manage the Excel add-in in order to use filters so data volume can be limited before it's sent to/retrieved in Excel.

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3 Comments

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Category: Office Integration (21)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. We released this feature as part of the functionality in Business Central 2019 release wave 2. Please refer to the following link for more information: https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-business-central/enhancements-excel-integration ​ Your help was greatly appreciated, ​ Jared Hall PM, Microsoft
5

Use Excel as a front-end for data entry to Financials

One of the greatest drawbacks to working with Financials, is the slow pace of data entry.  Users essentially add one field at a time, and have to deal with internet latency each time we hit the "enter" or "tab" key.

I also noticed that as the number of lines in a journal increase, ...

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0 Comments

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Category: Office Integration (21)

STATUS DETAILS
Completed
Ideas Administrator

Hi David,

 

Thanks for the suggestion. We do have this functionality on list pages and several journal pages in Financials. For pages where this is available have an "Edit in Excel" button rather than "Send to Excel". If you use the Edit in Excel action on list pages, it opens the list in Excel with a connection to Financials through the Dynamics 365 add-in. This allows you to refresh the data, as well as edit the data and publish the changes back to Financials. Data entry is one of the ways you can use this functionality.

 

Give it a try, and let us know if there are ways we can make this functionality work better for you.

 

Thanks,

Jared Hall

Program Manager, Microsoft