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Suggested Wed, 28 Jun 2017 03:37:35 GMT by Natalie LemkeAccepted
Category: Financial Management

Recommendation to add “Export to Excel” as core feature to all page layouts (consistent with Dynamics NAV 2017).  This is one of the key selling features that is repeatedly messaged regarding Dynamics products: that users have access to the familiar “Microsoft feel”. In Dynamics 365 for Financials, it is clear Finance users want access to data to model, analyze, and aggregate without entering an “editable” worksheet.  This is helpful for AR Customer reconciliations (export Customer Ledger Entries) or exporting the working items related to an Invoice to export Invoice Line information.  Additionally, this is valuable once a list of Posted Sales Invoice OR Posted Purchase Receipt documents is filtered, to export the filtered set for ad hoc analysis/reporting.

Status Details

We'll keep 'Edit in Excel' untouched, but are _adding_ an ability to Open in Excel where filters and list columns customizations are taken into account. No 'publish' back to Business Central in that mode though. This feature will be avialiable in the next monthly update.

Comments (4)
  • Any news - I still find Edit in Excel a very slow, and unfit solution when compared to "Open in Excel" - for my clients, I am adding an extension to export g/l, cust.ledg, vend. leg to csv faster - this can't really be the right solution in my opinion.
  • Agree, but also please note that there are many pages where exporting to Excel makes no sense. So this must be controllable at design time.
  • What is the status of this - this non-editable / filtered Excel list is severely missed.
  • Hi Natalie,


     


    Thanks for the recommendation. We'll look at adding this functionality in a future release. 


     


    Thank you!


    Jared Hall