If you’re working with Dynamics 365 Business Central data in Excel, enabling the Microsoft Dynamics Add-in can streamline your workflow and make data management easier. Here’s a quick guide to get you started.
Step 1: Launch the Add-in Setup
When you initiate the Edit in Excel process from BC, a window titled New Office Add-in will appear on the downloaded field. Simply click Accept and Continue to begin the setup.
Step 2: Sign in with Your Microsoft Account
Next, you’ll be prompted to sign in using your Microsoft account. Important: Make sure your account is linked to an active M365 license—this is required for the add-in to function properly.
Step 3: Connect to Business Central
Once signed in, the Data Connector will begin syncing your Excel worksheet with live data from Business Central. This may take a few minutes, so sit tight while the integration completes.
Step 4: Start Editing Your BC Data
After the sync finishes, your BC data, for this example Customer data will be automatically available in Excel. You can now make edits directly within the spreadsheet.
Step 5: Publish Your Changes
When you’re done updating the data, hit Publish. All your changes will be pushed back to Business Central, keeping everything aligned and up to date.
