Microsoft Excel provides decision makers with effective ad hoc reporting to meet their dynamic needs.

  • Access to data: Users can get the data that they need, when they need it.
  • Modify perspective: Users can change their view of data for analytical purposes.
  • Repeatability: Users can easily access previous analysis for repeatability.
  • Sharing: Users can share results with co-workers, which is increasingly important.

Microsoft Dynamics NAV 2013 R2 adds the ability to integrate with Office 365 to open or save Excel documents using the Office 365 applications and Office Web Apps.

Office integration in Microsoft Dynamics NAV 2013 R2 is the same as in Microsoft Dynamics NAV 2013. You can either open in an installed Office client application or download the file, if Office 365 integration is not enabled.

You can define an Office 365 user account, a SharePoint Online document library, and a folder to use when opening Office documents using Office 365 from within Microsoft Dynamics NAV.

Furthermore you can utilize personal folders on Office 365 for ad hoc export to excel.

It is possible to open in Excel from Web Client. Exports to local machine or Office 365 folder – depending on setup. Excel add-in only working with Windows client.

Budget export and import from Excel Web app is fully possible. Same functionality in both Windows client and Web client. Saves documents on Shared folder or Personal folder – depending on setup.

Reports can be saved to SharePoint Online. Same functionality in both Windows client and Web client. Saves documents on Shared folder or Personal folder – depending on setup.

Big question is shared documents or personal folder? To optimize for the primary usage of the export it is possible to configure the setup for all users in all companies. If the main goal is to export data for ad hoc analysis it is recommended to use personal folders. If sharing the information is important – then select a shared folder on a team site to collect all the exported files.