One important thing to consider when selecting a business management ERP system is how well it works with Microsoft Excel. If it does, you can work, report, analyze, and improve processes in the Excel environment your team is familiar with. If the system natively integrates with Excel, you gain both tactical and strategic benefits. If it doesn’t, or if the connecting requires extra add-on software or programming, it’s a big disadvantage. Microsoft Excel Integration with Dynamics 365 is a game-changer.
Exporting Financial Data to Excel
Inside Business Central, you can easily get to a list of Excel reports. Included are Balance Sheet, Income Statement, Cash Flow Statement, Retained Earnings, Trial Balance, Aged Accounts Payable, and Aged Accounts Receivable. A pre-formatted report launches and loads the appropriate data from Business Central. You can also copy and paste data from Business Central into Excel.
Working with Customer or Vendor Records in Excel
Another example is the ability to open or edit data in a vendor or customer window in Excel. When you select “Edit in Excel” all the information is populated in a pre-formatted Excel worksheet. This is handy if you have lots of data to update and you want to do it in bulk. You don't have to go into each individual Dynamics 365 Business Central record and update it. Add new data to the fields you need updated in the Excel file. Click "publish the worksheet" and it will automatically fill in the appropriate fields in the ERP system.
Use Excel to Report on Data in Business Central
Microsoft Excel integration with Dynamics 365 allow you to report on data that comes from your ERP system. Once there's a data connection between Dynamics 365 Business Central and Excel, you can use Excel’s reporting and charting capability. Configure the data the way you want. For example, you can create a Pivot Table, choose fields to add to the report, and more. Data can be refreshed so Excel reports and charts are always up-to-date with the data in Business Central.
Your team will love Dynamics 365's Microsoft Excel Cloud ERP integration. To see three examples of how it works first-hand, watch this mini-demo:
There are many other examples of the power of Microsoft Excel Cloud ERP integration within Dynamics 365.