Sunday, June 16, 2013

Excel Integration With NAV 2013 - Part I

Hi all,

Today i will be explaining you the Send to Excel Feature in NAV 2013.

After installing NAV 2013, you might have found 2 Things

1. New Tab in Excel Called Microsoft Dynamics NAV as Shown Below.

2. Send To Option in List Pages as shown below.

If you don't find a New Tab in Excel, Please follow steps in this ARTICLE.

Now let's Export Sales Order List into Excel. (You can apply filters as per your requirement).

I am applying filter of Status Released.

After applying filter i clicked on send to excel and i got all record in Excel as shown below.

Points -
1) You will find Refresh Button Active Now in dynamics NAV Tab.
2) Line 1 have address of My Service.
3) Line 2 Have Details of Last Refresh (Update every time we click refresh).

Let's see its uses for Non NAV Users in a Organization in Next Post.

Saurav Dhyani

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