Open, Edit, Update: How to Use Excel with Microsoft Dynamics 365 Business Central

Have you ever had to manually update dozens (or even hundreds) of customer records one by one inside your ERP system? Maybe just to change the payment terms for a group of clients. It's a repetitive, tedious task—full of risks.

With the integration between Microsoft Excel and Dynamics 365 Business Central, that’s a thing of the past.

The Power of Excel Meets the Accuracy of Business Central

Thanks to this integration, you can:

• Export data from Business Central to Excel with just one click;
• Edit information directly in the spreadsheet—for example, updating payment terms for multiple customers at once;
• Publish your changes back to Business Central quickly and safely using the Excel add-in.

Why Use It?

Because it helps you:

• Save time: no more updating records one by one.
• Reduce errors: work in Excel, while keeping your data synced with Business Central.
• Boost productivity: combine Excel’s computing power with the reliability of Business Central.

A Real-World Example?

You need to update payment terms for all customers in a specific region.

With just a few clicks:

1. Filter your customers in Business Central;
2. Export the list to Excel;
3. Make your changes right in the spreadsheet;
4. And publish them back to Business Central in real time.

Simple. And powerful.

Watch the Video

Want to see how it works? Watch the video below to learn how to make the most of the Excel and Business Central integration.