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Microsoft Dynamics 365 Business Central logo
Microsoft Excel 365 logo

Connect Microsoft Dynamics 365 Business Central to Microsoft Excel 365

Automate workflows and sync data between Microsoft Dynamics 365 Business Central and Microsoft Excel 365 with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Microsoft Dynamics 365 Business Central & Microsoft Excel 365?

Intelligent Automation Workflows

Leverage 1 available triggers from Microsoft Dynamics 365 Business Central to execute 17 targeted actions in Microsoft Excel 365 automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Microsoft Dynamics 365 Business Central and Microsoft Excel 365 perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Microsoft Dynamics 365 Business Central and Microsoft Excel 365 for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Microsoft Dynamics 365 Business Central logo

Microsoft Dynamics 365 Business Central

Triggers (1)

New or Updated Record

Triggers when a new record is added or modified.

polling

Actions (6)

Get Record

Retrives the details of a record by it's ID.

Auth Required
Create Record

Creates a new record.

Auth Required
Delete Record

Deletes an existing record.

Auth Required
Update Record

Updates an existing record.

Auth Required
Search Records

Retrives a list of records.

Auth Required
Custom API Call

Make a custom API call to a specific endpoint

Auth Required
Microsoft Excel 365 logo

Microsoft Excel 365

Triggers (1)

New Row

Trigger when a new row is added, and it can include existing rows as well.

polling

Actions (17)

Append Row to Worksheet

Append row of values to a worksheet

Auth Required
Update Worksheet Rows

Update a row in a worksheet

Auth Required
Create Table

Create a table in a worksheet

Auth Required
Delete Table

Delete a table from a worksheet

Auth Required
Add a Worksheet to a Workbook

Add a worksheet to a workbook

Auth Required
Get Workbooks

Retrieve a list of workbooks

Auth Required
Get Table Rows

List rows of a table in a worksheet

Auth Required
Get Worksheets

Retrieve worksheets from a workbook

Auth Required
Clear Worksheet

Clear a worksheet

Auth Required
Custom API Call

Send a custom API call to a specific endpoint

Auth Required
Delete Workbook

Delete a workbook

Auth Required
Convert to Range

Converts a table to a range

Auth Required
Delete Worksheet

Delete a worksheet in a workbook

Auth Required
Append Rows to a Table

Append rows to a table

Auth Required
Get Table Columns

List columns of a table in a worksheet

Auth Required
Get Worksheet Rows

Retrieve rows from a worksheet

Auth Required
Lookup Table Column

Lookup a value in a table column in a worksheet

Auth Required

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Microsoft Dynamics 365 Business Central trigger → Create/Update in Microsoft Excel 365

Most Popular
Microsoft Dynamics 365 Business CentralMicrosoft Dynamics 365 Business Central

New or Updated Record

Microsoft Excel 365Microsoft Excel 365

Append Row to Worksheet

When Microsoft Excel 365 trigger → Update Microsoft Dynamics 365 Business Central

Bi-directional
Microsoft Excel 365Microsoft Excel 365

New Row

Microsoft Dynamics 365 Business CentralMicrosoft Dynamics 365 Business Central

Get Record

How It Works

1

Connect Apps

Authenticate your Microsoft Dynamics 365 Business Central and Microsoft Excel 365 accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Microsoft Dynamics 365 Business Central and Microsoft Excel 365 with 2 available triggers for instant updates.

Automated Actions

Execute 23 different actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Microsoft Dynamics 365 Business Central and Microsoft Excel 365 in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Microsoft Dynamics 365 Business Central and Microsoft Excel 365 with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

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