Upload data in D365 Business Central using Microsoft Excel

Dynamic 365 business central is all in one business management solution that is developed and designed in  a way that reduces your business cost and improves your business as compared to your peers. Due to its easy adaptability dynamics 365 business central development has become a favourite of thousands of companies across various industries in the world.  Built specifically for small and medium sized businesses the business center allows you to focus on your core business strategies without the need of any investments in terms of infrastructure and installation. Your business financials are managed efficiently with accurate and accelerated financial reports ensuring compliance at the same time. Business central allows you to keep your projects under budget and ensures on time delivery and ensures on time delivery by monitoring your projects with real time data on available resources.

In D365 Business Central, Microsoft has provided very easy way to upload data using Microsoft Excel.

For example: If an user needs to upload customers in the system , he needs to just open customer list page and click on Edit in Excel.

An excel file will be downloaded. Open the excel file and click on enable editing. On the right side the Microsoft add will load and it will ask for credentials used for accessing D365 Business Central.

Once the credentials are entered , user can insert the data into the respective fields and click on Publish which will upload the data in excel. The refresh button is used to get the data from the system which is already present in the D365 Business Central. After publishing just refresh the page in D365 BC and all the data will be seen. If there is any error in the excel itself it will show the no. of error and description of error so that the user can rectify it before publishing it again.


Share Story :