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Dynamics 365 Community / Forums / Business Central forum / Data Export
Business Central forum

Data Export

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Posted on by mark.mclean

Is there a data export feature ( like other Dynmaics 365 products) for 365 for financials?

Categories:
Financial Management
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  • Suggested answer
    Dave Boehm Profile Picture
    Dave Boehm 645 on at

    You can use the "Edit In Excel" action (on most list screens) for this.  You can also generate a configuration package that contains data from several tables.  The configuration packages are normally used to migrate data into Financials, but these can be a convenient way to get a quick export, as well.

    You can also use the "Create Data Set" action from the Web Services screen to create a connection for exporting data from the tables within Financials.  This is very useful (and convenient) for a number of uses.

    If you are mainly interested in analyzing data with an external analysis tool (e.g. Power BI), I think you'll find this to be especially useful.

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