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Integrate Microsoft Dynamics 365 Business Central with Microsoft Excel

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics 365 Business Central and Microsoft Excel

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About Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based, all-in-one business management solution designed for small to medium-sized businesses. It helps businesses make informed decisions with connected data across accounting, sales, purchasing, inventory, and customer transactions.

About Microsoft Excel

Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.

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Best ways to Integrate Microsoft Dynamics 365 Business Central + Microsoft Excel

  • Microsoft Dynamics 365 Business Central Integration Microsoft Excel Integration

    Microsoft Dynamics 365 Business Central + Microsoft Excel

    Add Row to Table in Microsoft Excel when New Company is created in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Microsoft Excel Integration Add Row to Table
  • Microsoft Dynamics 365 Business Central Integration Microsoft Excel Integration

    Microsoft Dynamics 365 Business Central + Microsoft Excel

    Add Row to Table in Microsoft Excel when New Customer is created in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Customer
     
    Then do this...
    Microsoft Excel Integration Add Row to Table
  • Microsoft Dynamics 365 Business Central Integration Microsoft Excel Integration

    Microsoft Dynamics 365 Business Central + Microsoft Excel

    Add Row to Table in Microsoft Excel when New Employee is created in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Employee
     
    Then do this...
    Microsoft Excel Integration Add Row to Table
  • Microsoft Dynamics 365 Business Central Integration Microsoft Excel Integration

    Microsoft Dynamics 365 Business Central + Microsoft Excel

    Add Row to Table in Microsoft Excel when New Account is created in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Account
     
    Then do this...
    Microsoft Excel Integration Add Row to Table
  • Microsoft Dynamics 365 Business Central Integration Microsoft Excel Integration

    Microsoft Dynamics 365 Business Central + Microsoft Excel

    Add Row to Table in Microsoft Excel when New Vendor is created in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Vendor
     
    Then do this...
    Microsoft Excel Integration Add Row to Table
  • Microsoft Dynamics 365 Business Central Integration {{item.actionAppName}} Integration

    Microsoft Dynamics 365 Business Central + {{item.actionAppName}}

    {{item.message}} Read More...
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    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
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    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft Dynamics 365 Business Central + Microsoft Excel in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + Microsoft Excel without coding knowledge. Start creating your own business flow.

    Triggers
  • Execute Custom API Call

    Trigger when new data comes in your custom api call.

  • New Account

    Trigger when New Chart Of Account created.

  • New Company

    Trigger when new company is created

  • New Customer

    Trigger when new Customer is created

  • New Customer Sale

    Trigger when a new customer sale is created

  • New Employee

    Trigger when new Employee is created

  • New Person

    Triggers when a new person is created.

  • New Sales Invoice

    Trigger when new sales invoice is created

  • New Sales Order

    Trigger when a new sales order is created in a specific account.

  • New Update Item

    Triggers every time a new item is created.

  • New Vendor

    Trigger when new vendor is created.

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order updated.

  • New Row in Table

    Triggers when a new row is added to a table in a spreadsheet.

  • New Worksheet

    Triggers when a new worksheet is added to a spreadsheet.

    Actions
  • Create Contact

    Create Contact

  • Create Customer

  • Create Employee

  • Create Item

    Creates an item.

  • Create Order Line Item

    Creates a new order line item.

  • Create Sales Invoice

  • Create Sales Order

  • Create Vendor

  • Update Item

    Updates an item.

  • Update Sales Order

    Updates an order.

  • Add Row to Table

    Adds a new row to the end of a specific table.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Dynamics 365 Business Central & Microsoft Excel Integrations Work

  1. Step 1: Choose Microsoft Dynamics 365 Business Central as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Excel as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Dynamics 365 Business Central to Microsoft Excel.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics 365 Business Central and Microsoft Excel

The first step in writing your article is to create an outline. An outline is a way to organize your ideas and it will help you most when you write the body of your article. You can think of an outline as a road map that you will use to get from your introduction all the way through your conclusion. The more familiar you are with the outline, the easier it will be for you to fill in the details, and the smoother your article will read. In this example, we have created an outline for an article about Microsoft Dynamics 365 Business Central and Microsoft Excel.

To begin, we have labeled the beginning of our article ‘Introduction’. Next, we have labeled the three main point sections we would like to make in our article as Body A, Body B, and Body C. Within each body section, we have then made several smaller points. These smaller points should be numbered and given brief descriptions. For instance, in our outline, body A has two small points. (1. Microsoft Dynamics 365 Business Central? and (2. Microsoft Excel? Within our body section ‘Microsoft Dynamics 365 Business Central?’ we have two smaller points. (1. Integration of Microsoft Dynamics 365 Business Central and Microsoft Excel, and (2. Benefits of Integration of Microsoft Dynamics 365 Business Central and Microsoft Excel.

The above example is a very simple outline. However, you do not need such a detailed outline to write your article. As long as you are able to create a list of your main points and are able to write them down in a logical order, you are ready to start writing. Remember, if you do not feel confident about your outline, try using one of our templates or creating one of your own.

Now that you have an outline with three main point sections and several sub-points, it is time to begin filling in some details. First, begin by going through your outline and filling in the details for each of your main points (Body A, Body B, and Body C. Once you have filled in the details for each main point, it is time to fill in the details for each sub-point within each main point. In our example, since we began by filling in the details for Body A, we will now fill in the details for all of its sub-points.

Now that we have filled in our main point ‘Integration of Microsoft Dynamics 365 Business Central and Microsoft Excel’ and its sub-points ‘Microsoft Dynamics 365 Business Central?’ and ‘Benefits of Integration of Microsoft Dynamics 365 Business Central and Microsoft Excel’, it is time to continue filling in the details for Body B and Body C. As you progress through this process, ensure that all of your sentences connect logically with one another. If they don’t, be sure to revise until they do.

Finally, it is time to conclude your article with a summary of its main points before ending with a conclusion. Here is an example of how our article might conclude. “In summary, with integration between Microsoft Dynamics 365 Business Central and Microsoft Excel, users can automate their data analysis processes and take advantage of a variety of tops available through both applications.”

Conclusion

Now that you have learned how to create an outline for an article about Microsoft Dynamics 365 Business Central and Microsoft Excel, it is time to put what you have learned into practice by writing your own article on this topic!

The process to integrate Microsoft Dynamics 365 Business Central and Microsoft Excel may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.