How to use Dynamics NAV Copy to and from Excel

How to use Dynamics NAV Copy to and from Excel, presented by Match Business Solutions

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Closed Caption:

in this presentation we're going to see
how to copy to and from excel for
microsoft dynamics nav first we do a
copy to excel that a copy from excel and
then we look at more design changes that
we have sometimes to do to enable the
copy from Excel let's start by going to
a general journal going to top left
print and send Microsoft Excel
then automatically the lines repeat
and you can see you can have a future
now everything has been sent all the
lines it's possible to future the screen
and you should do it again
a selection is send to excel
another way is to select manual is lines
so you could have a much more selection
by pressing the ctrl key copy rose
you go to excel and you paste here you
don't have the formatting though
now let's have a look at the copy from
excel we still be using the general
journals and it start
we're going to start is the same copy to
excel we can choose the columns to be
displayed by adding or removing them
so let's send that to excel and which it
before
and we let's say we want to have another
entry at a different date for twice the
same amount so let's put another date
and let's
about the amount
ok
so now we're going to select
left for life copy go back to the
general journals go to a new line and do
it based roads
so your lines have you create it
what if we want to change some existing
lines let's say for example we want to
add a project code
ok so let's put to your town see first
two line and Mathis energy surge and
force
we copy for
ch-ch-ch
go back to see general
north we select 24 first lines face
rolls
and now the lines have been updated
ok one last example we could do for all
the existing lines change something
let's do it quickly
select all the lines this time just want
to change the description and we paste
on his description has been change
ok you can notice that the last two
columns we're not sent to excel because
actually they're not real field they are
ah
dimensions and only the first two ones
are global dimensions
so let's say we're interested in that
functionally chi and would like to apply
it to change customer are by doing some
changes in excel but if we go to the
customer list and try to make any
changes
it goes straight to the customer card so
we can't make any changes to the
customer list so we can't choose Excel
so far so let's go to Z development
environment
and the reason we can't do that because
the customer list the property for go to
the last two lines a blank line we can
see it is not editable that because of
these functionalities let's change that
and we see that later on we'll may have
to look at some other properties so
technically if we just if you change a
customer list editable function energy
now our list we right-click still don't
have edit list but you customize the
ribbon and go and look the managed you
can see edit list
so let's make it to be a big one
and now we can click on the icon edit
list
so now we can change
that directly in that page or what we
want to do is to send that to excel and
do the changes in Excel
so that find that will work however this
is maybe a bit dangerous and we may want
not to change that but instead to create
just a particular page to do that and we
might not want to allow to delete and to
insert all the custom error from excel
so again to put that back as it was
changing editable property and instead
what we're going to do we're going to
create a new page so maybe you
you might want to ask your partner to do
that
however if you want to do it it's
possible so you look at top
available page to enter 50,000 range
usually and we're going to duplicate the
customer list to a new
ID change slightly the name so 57 one
was available
going to change the name also in the
caption
ok and we change of shoot properties so
editable is yes we're going to remove
disease so that it doesn't jump to the
item card
and what we'll do we're going to
remove most of the field and only leave
the one that you want to to allow some
changes in this list or in excel so
let's remove all the fields except
number of the name payment code and
credit limit
can we change the property to that you
filled up visible by default
ok and one more thing we need to do is
to add that new list to the menu so it's
a menu sweet objects 1090
we go
on the cells call our customer so with
the number of the name
option
it's our list ok and that's close by
going at the bottom you right-click
there you should see clothes would it
needs to be really at the bottom close
navigation pane
okay that's done all we need is to close
now
and to reopen it to get the changes
ok again it's something that you may
prefer to ask your partner to you
let's look at the result now Angie shelf
got a customer list editing XL
with just a few feel that we wanted
he sent it to excel and let's say that
we want to change everything that is
that have one month eight days to search
days with a replace all we do that in
Excel easily
place or okay that's good
and now if we select all the lines
copy
and come back to the list select
everything
so if we select or like that we don't
have the copy place row but if we select
the lines we have the face Rhodes
one more single was mentioning is
these copy from Excel doesn't work is
very some indentation I can't charge
account so that's why
we've duplicated the charter account
with no indentation and how to do that
it just so we create another page and on
the repeater this property indentation
come name need to plant another
possibility would be to use the rapid
start services where you can find some
export and import from excel