This video demonstrates how to export data to Excel from Microsoft Dynamics 365 Business Central. It is important to maintain the original structure of the Excel file, such as not altering column names, XML mappings, or primary keys, to prevent the creation of duplicate records.
This video is part 2 of the 3-part series by Jenn Claridge, Vice President of ERP at Sabre Limited, on Configuration Worksheets in Business Central.
Please watch part 1 before watching this video. Check out part 3 after to learn how to import Configuration Worksheets in Business Central.
Updating Data in Excel
When working with the exported Excel file, it’s crucial to keep certain aspects in mind. The file should reference the package code, customer caption, and table ID.
Make sure that any changes are made within the designated area. Adding data outside this area or including blank rows can cause issues during import. The system will append or update existing data but won’t recognize changes to primary keys.
When dealing with code type fields, such as salesperson codes, be sure that the data exists within Business Central before importing. Leverage Excel functionalities like find and replace, or formulas to streamline the updating process. When using formulas, paste the results back into the table as values, not formulas to avoid errors.
Ready to Import
Once all updates are made, save the Excel file to a location where it’s easily accessible. This file is now ready for import back into Business Central, ensuring that the configurations are updated accurately and efficiently.
Conclusion
By following these guidelines, users can effectively update configuration worksheet templates in Business Central for accurate data management.
For further inquiries or detailed guidance, reach out to us at Sabre Limited.
