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  • Writer's pictureKwixand Team

How to Export to and Edit in Excel from Dynamics 365 Business Central

Learn how to seamlessly export and edit Dynamics 365 Business Central data in Excel. Unlock the full potential of your platform with our comprehensive guide!


Business Central How-To: Export to and Edit in Excel. Text over an image of a business professional looking at a desktop computer with Business Central open on the screen.

Unlock the full potential of your Dynamics 365 Business Central platform by taking advantage of its seamless integration with Microsoft 365 programs like Microsoft Excel. In this comprehensive guide, we'll show you how easy it is to export and edit Business Central data in Excel. Discover how to leverage Excel's familiar interface to effortlessly manipulate and update information in Business Central.


How to Export to Excel from Dynamics 365 Business Central


The integration of Excel in Business Central allows you to export and edit Business Central information in Excel. Let’s start by exporting and editing the Customer List in Excel. First, click “Customers” in the Navigation Menu on the left-hand side of your Business Central home screen.


A screenshot of D365 Business Central showing how to access the Customer List

Once you’re in the Customer List, go to the Action Bar and select the Share Icon, which is the leftmost icon in the Action Bar.


A screenshot of D365 Business Central showing how to access the Share Icon.

From here, you can choose to open the list in Excel or edit in Excel. If you open in Excel, Business Central will take the data from that page and put it in Excel. This would be the same if you were working with any of the other lists in Business Central, as long as the Share Icon is present, you have the ability to move your data over to Excel.


A screenshot of D365 Business Central showing how to Open in Excel.

Once you click "Open in Excel", your data will show in the Excel spreadsheet.


A screenshot of D365 Business Central data in Excel.

How to Edit in Excel from Dynamics 365 Business Central


Next, let’s take a look at how to edit Business Central data in Excel. To start, open the list you want to edit, we will use the Item List.


A screenshot of D365 Business Central showing how to access the Items List.

Click the Share Icon in the Item List Action Bar.


A screenshot of D365 Business Central showing how to access the Share Icon.

Then, select “Edit in Excel”.


A screenshot of D365 Business Central showing how to access the Edit in Excel function.

An Excel file will automatically download. Launch Excel and open the download. The file will appear in a protected view, so you will need to select “Enable Editing” at the top of the screen to move from a view only file to an editable file.


A screenshot of Microsoft Excel showing how to Enable Editing.

Once you do this, your data will populate in the spreadsheet and your Microsoft Dynamics Data Connector will open on the right-hand side of the screen. If this is your first time editing a Business Central file in Excel, you may need to give permissions and sign in to initiate the link between the two programs. Just follow the prompts until you see the green Data Connector bar with your account information.


A screenshot of Microsoft Excel showing how to access the Data Connector.

Now, you can make your changes to the data in the Excel spreadsheet. For this example, we will update the unit prices on some of these items. Scroll over to find the Unit Price column and enter the updated prices.


A screenshot of Microsoft Excel showing how to locate and change a specific data column

When you are done with your changes, you will need to put the updated data back into Business Central. In the Data Connector, select “Publish” from the options at the bottom.


A screenshot of Microsoft Excel showing how to publish the changes back to D365 Business Central.

You can see that the update is successful when the message “Publish successful – workbook updated” appear at the very bottom of the Data Connector.


A screenshot of Microsoft Excel showing the location of the publish successful notice

Now, you can close the workbook. You don't need to save it since you have already imported the changes back into Business Central. However, when you first come back into Business Central, you will notice that the changes are not yet visible.


A screenshot of D365 Business Central showing how the changes made in Excel will not automatically show.

All you need to do is right click on any blank part of the screen and select "Reload frame" to reload the page.


A screenshot of D365 Business Central showing how to reload the frame.

Once you do this, you will see the data has been updated to reflect the changes you made on the Excel spreadsheet.


A screenshot of D365 Business Central showing the updated changes from Excel after reloading.

Training Video: How to Export to and Edit in Excel from Dynamics 365 Business Central



Still have questions about exporting and editing in Excel or anything related to Dynamics 365 Business Central? Feel free to get in touch with the team at Kwixand Solutions for expert assistance. Don't forget to subscribe to our YouTube channel for more Business Central training videos, and stay connected with us on LinkedIn, Facebook, Instagram, and Twitter for the latest updates.

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