Numerous pages within D365 Business Central offer modifications which can be made directly with the Excel Data Connector Add-in. A widely used tool among financial management, Excel provides the continued capability to retrieve, edit, and modify data, then publish back to D365 Business Central. Manage master data records such as Vendors, Customers, Contacts, Bank Accounts, Resources, Inventory, Fixed Assets as well as transactional data including Chart of Accounts, General Journals, Sales and Purchase Journals, Payment Journals, Job Journals, and beyond. Oversee document management consisting of Sales and Purchasing quotes, orders, invoices, even reporting to run and manage your Order-to-Cash and Procure-to-Pay business processes.
Additionally, as part of Microsoft D365 Business Central 2023 Release Wave 2, Edit in Excel can now be applied toward Item Journals and Warehouse Worksheets. Pages comprised for reclassification, inventory, production, consumption, requisition and planning purposes, will provide remarkable ease and efficiency for financial and business management.
When selecting the Edit in Excel action, D365 Business Central will download the Excel file consisting of all the available fields within the specified table record. While Excel can be accessible via web browser, we recommend the desktop app to utilize this feature locally. Once retrieving the Excel file, sign-in with the Data Connector to validate credentials and receive any existing data records from D365 Business Central. Add, delete, modify, filter, refresh, design within Excel and when ready, publish table data directly back to D365 Business Central.
Templates can also be created and saved to manage locally on a recurring basis depending on need. Re-designing templates such as re-naming, re-ordering columns, switching between tables, pages, and multi-legal entities can also be captured to cater and focus solely on the intelligence of pertinent data fields necessary.
Additional Microsoft details on syncing data with the Edit in Excel feature can be found here:
https://learn.microsoft.com/en-us/dynamics365/business-central/across-work-with-excel#edit-in-excel
https://learn.microsoft.com/en-us/dynamics365/business-central/admin-deploy-excel-addin#install
New pages available to use Edit in Excel for journals and worksheets from 2023 release wave 2 are listed here:
https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave2/smb/dynamics365-business-central/edit-excel-item-journals-warehouse-worksheets
Microsoft’s 2023 full release plan of the latest features from wave 2 can be found here:
https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave2/smb/dynamics365-business-central/planned-features