{"id":3574,"date":"2019-12-18T16:10:37","date_gmt":"2019-12-18T15:10:37","guid":{"rendered":"http:\/\/elementor.itaf.eu\/?p=3574"},"modified":"2023-09-27T15:13:24","modified_gmt":"2023-09-27T13:13:24","slug":"how-to-manage-dynamics-365-business-central-integration-with-office-365","status":"publish","type":"post","link":"https:\/\/www.itaf.eu\/en\/how-to-manage-dynamics-365-business-central-integration-with-office-365\/","title":{"rendered":"How to manage Dynamics 365 Business Central integration with Office 365?"},"content":{"rendered":"

One of the great competitive advantages offered by Microsoft Dynamics 365 Business Central with respect to other ERP<\/a>\u2019s in the market is the native integration with other Microsoft productivity tools, such as Office 365 \u2013 (which includes, among others, Word, Excel, Outlook). Let\u2019s review in which way you can manage Business Central integration with Office 365.<\/p>\n

Send Data to Excel, Word or e-Mail<\/h2>\n

Dynamics 365 Business Central with Office 365 offers us the possibility of sending our ERP data to Excel, Word or e-Mail at any time. From any report we have the option to \u201cprint or send\u201d and then select the alternative that best suits needs at any time.
\nTo carry out this action in Business Central, it can be accessed through the history of delivery notes, clicked on the button Print -> Send to \u2026 and then is possible to select the desired option as shown in the following image.<\/p>\n

Excel Add-in in (Windows Client)<\/h2>\n

Installation of the Excel Add-in (if it works from Windows Client) can also be selected during installation of Microsoft Dynamics NAV or Business Central. This option is not available if it is obtained from the Web Client. This add-on allows your business to export data from ERP Dynamics 365 Business Central to Microsoft Excel. Once the data is being exported, a complement will be enabled to refresh the data at any time in the related Excel document. With the add-in the insertation or modification of data from Excel to Dynamics 365 Business Central is disabled.<\/p>\n

Excel Add-in (Server)<\/h2>\n

Unlike the previous option, this Excel Add-in is installed on the server next to the second layer of Dynamics Business Central. With this Add-in, the option \u201cEdit in Excel\u201d is enabled within Business Central, which allows us to export the data in an Excel workbook and, as a great novelty, we can modify the data directly from Excel and re-publish them in our ERP without leaving Excel (as can be seen in the following image).<\/p>\n

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To implement this function it will be necessary to meet the following requirements:<\/p>\n