Share business data
Sharing Business Central data with others through links, Microsoft Teams, OneDrive and Excel. It answers questions about copying links, sharing records to Teams, opening files in OneDrive, and viewing or editing list data in Excel.
Path: Get started > Get productive in Business Central > Share business data · tier official · system none · narrative reviewed (checked by Opus)
Overview
This section covers the ways to get Business Central data in front of other people or into other tools. The options are sharing page links, sharing records in Microsoft Teams, opening and sharing files in OneDrive, and working with list data in Excel.
The “Sharing data” page is the overview. It lists the available features: copy link, share to Teams, OneDrive sharing, open in Excel, and copy and paste. Start there to pick the method that fits your task. Then go to the detailed pages for Teams, OneDrive or Excel.
The Teams page covers interactive cards and direct page links. The OneDrive page covers opening files in online applications and controlling who can access them. The Excel page covers exporting list data for analysis, or editing it and publishing changes back to Business Central.
Key points
- The Sharing data page gives an overview of copy link, share to Teams, OneDrive sharing, open in Excel, and copy and paste.
- In Teams, you can share records as interactive cards using the Business Central app for Teams, or share direct page links in conversations.
- The Share Link and Share to Teams actions send a page or record to colleagues.
- Opening files in OneDrive supports opening in online applications, sharing with specific people, and managing file copies.
- OneDrive sharing offers send link and copy link, with link settings and permissions to control access.
- Open in Excel exports list data for analysis. Edit in Excel lets you change data and publish it back to Business Central.
- Excel features include filter support, the Excel add-in, multi-environment support, and agent mode.
Learn pages
- Opening Business Central Files in OneDrive: Learn how you can share Business Central data through OneDrive for Business.
- Sharing Business Central records in Microsoft Teams: Learn how to use the Business Central app for Microsoft Teams.
- Sharing data: Learn about the different ways to share business data from Business Central.
- Viewing and editing in Excel from Business Central: Learn how to open pages in Microsoft Excel from Business Central for better data analysis.
Business Central pages and reports
The pages, reports and queries this hub’s Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.
- Page 1480 “Excel Centralized Depl. Wizard” · captioned “Excel Add-in Centralized Deployment” · on Table 1480 “Edit in Excel Settings”
Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.