Dynamics 365 Business Central (much like its on-premise counterpart, NAV) gives you the ability to edit certain list-like pages in Excel. Think Items, User Tasks, etc. But, sometimes, there’s just too much information displayed and it becomes more cumbersome than useful.
Well, the Edit In Excel add-in for Dynamics 365 Business Central (BC) gives you the option to control which fields you see in the Excel file.
You can then save the file for later use. When you open it, it will refresh the data from BC. In other words, when you have the layout you want, you save it locally (or on your OneDrive) and then you open up that file in the future, instead of always Editing in Excel.
So, here’s how you do it.
Log into Business Central
Navigate to the list you wish to Edit in Excel, such as Items, User Tasks, etc.
Click the Edit in Excel button
You may get asked to Open or Save the file – you can do it either way, as we’ll save the file later on anyway
You may get asked to log in – use the same credentials you use for Business Central
On the Excel Add-in pane, click the Design icon
Next to the table name, click the pencil icon (Edit)
Scroll down past the Available fields, and into the Selected Fields
Highlight the ones you want to remove, and then click the Remove button
You can also Add previously removed fields, or change the sequence/order of the fields using the Up and Down buttons
When you’re done customizing the Excel layout, click the Update button, and then Done.
Now, save the Excel file locally, in your My Documents or OneDrive – wherever it will be easy to find in the future
Make any necessary data changes, like adding new records, or modifying existing ones (e.g. item descriptions, etc.)
Click the Publish button to push the data back to BC
Save the file one last time, and close Excel
Now, next time you want to see that list in Excel, or make further changes, go ahead and open this file directly. When it opens, and it logs you in, it’ll refresh the data – so any other changes that have been made directly in the interface will download to the file.
Make any necessary updates in the Excel and publish again as needed, and save the file.