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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Connect BC to Excel fo...
Small and medium business | Business Central, N...
Answered

Connect BC to Excel for Open Sales Orders

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Posted on by LF-16052033-0 615
Hello, 
 
How do you connect business central to excel to refresh the data on open sales order header and lines? 
Categories:
Dynamics 365 Business Central
  • Suggested answer
    Judy Profile Picture
    Judy Microsoft Employee on at
    Hi,
     
     
    Business Central includes an add-in for Excel that lets users select an Edit in Excel action on certain pages to open the data in an Excel worksheet. This action is different than the Open in Excel action because it lets users make changes in Excel, then publish the changes back to Business Central:
    Best Regards,
    Judy
  • Verified answer
    DustyRM Profile Picture
    DustyRM 20 on at
    I'm assuming you mean that you want to have the sales data in excel that is refreshable for reporting, rather than just to export it every time?
     
    if so you want to be using the webservices to extract the data with a ODATA feed SOAP and ODATA web services - Business Central | Microsoft Learn

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