In this article I am going to share how to turn on the integration between Dynamics NAV and Excel. The version that I am showing in this article is NAV 2018, but any version of NAV that isn’t web-based (i.e., Business Central) would be the same.
The end result of following these steps will be having a separate tab in the ribbon of your Excel called “Dynamics NAV”.
To do this, first you need to find your installation file. The file location may vary depending on how and where your NAV is installed (you might be able to get help from your IT).
Double click the setup file:
In the Setup wizard popup, click Add or remove components. The following box opens up…Click the down arrow highlighted:
Click Run from My Computer, and click Next:
NAV will run the function to enable the add-in. You will see the following message:
If you have Excel open, you may need to close the application and re-open it.
Now, let’s go to your NAV and send some data to Excel. I am going to send the Vendors with balance to Excel by simply highlighting the lines and clicking Ctrl+E.
The data is showing on my Excel. Click the Dynamics NAV tab to see options:
You can see the Refresh button is there. This means when your data is updated in NAV (i.e., vendor balance is changed), all you have to do is to refresh your Excel. The updated balance will now show up in Excel.
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