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Export any list part to Excel

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Important

This content is archived and is not being updated. For the latest documentation, go to New and Planned for Dynamics 365 Business Central. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
Users by admins, makers, or analysts Jun 1, 2021 Jul 6, 2021

Business value

Many business processes rely on working with data in Microsoft Excel for ad-hoc analysis or simply sharing data with others. While full-page lists allow exporting the data to Excel, users benefit from having similar capabilities no matter how a list is displayed on a page.

Feature details

Lists that are displayed as a part on a page can now be exported to Excel. For example, you can export sales lines from a Sales Order page, list parts on the Role Center, lists in the FactBox pane, or even lists on ListPlus pages such as the Item By Location page. Similar to full-page lists, the Open in Excel action downloads a static copy of your list as an Excel worksheet, complete with any filters and sort order that you have applied.

A copy of sales lines can now be exported to Excel.

Enabling the feature ahead of time

The change will be automatically enabled on all environments with Business Central in 2021 release wave 2 (version 19), but administrators can enable it as early as Update 18.3. To enable the change, sign in to your Business Central online environment and navigate to the Feature Management page, and then enable this capability for all users.

Learn more about Enabling Upcoming Features Ahead of Time.

Try it out now

To experience an example of the change, sign in to Business Central and open the Sales Order page, and then find the Open in Excel action in the Lines part.