Microsoft Office apps and Microsoft 365

Path: Integrate with other applications > Microsoft Office apps and Microsoft 365 · tier official · system none · narrative reviewed (checked by Opus)

Overview

This area covers how Business Central works with the Microsoft 365 apps people already use. An introductory page gives the overall picture: Excel export and import, OneDrive document storage, Outlook email and contact management, Teams sharing, and Word document templates.

Each app has its own subtopic. Excel covers viewing and editing data in Excel, the Excel add-in setup for on-premises, importing data from Excel or configuration packages, and Excel report layouts. OneDrive covers opening, sharing and saving files, plus admin setup for online and on-premises. Outlook covers deploying the add-in, saving contacts to Outlook and Teams, and email setup without Outlook. Teams covers installing the app, searching contacts, sharing records as cards, adding tabs, company settings, and administrator tasks such as licensing and deployment. Word covers report layouts, the XML Mapping pane, and Word templates for bulk communications.

Start with the introductory page to find the right app, then open that app’s subtopic. Administrators should look at the setup and deployment pages in the Excel, OneDrive, Outlook and Teams subtopics.

Key points

• Excel: view and edit Business Central data in Excel, import data from Excel or configuration packages, and build Excel report layouts.
• Excel add-in setup is documented for on-premises deployments.
• OneDrive: open and share files in OneDrive for Business and save Excel workbooks and report files, with admin setup for online and on-premises.
• Outlook: deploy the Outlook add-in, save Business Central contacts to Outlook and Teams, and set up email when Outlook is not used.
• Teams: install the Business Central app, search contacts, share records and page links as interactive cards, add Business Central tabs, and change company settings.
• Teams administrator management covers licensing and deployment.
• Word: design report layouts with the Business Central add-in and map data fields in the XML Mapping pane.
• Word templates support bulk communications with customers, vendors and contacts.

Subtopics

• Microsoft Excel (4 pages)
• Microsoft OneDrive (5 pages)
• Microsoft Outlook (3 pages)
• Microsoft Teams (8 pages)
• Microsoft Word (3 pages)

More Learn pages

• Integrating with Office apps and Microsoft 365: Learn how to integrate Business Central with Office apps and Microsoft 365.

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” · via Microsoft Excel
• Page 1831 “Outlook Centralized Deployment” · captioned “Outlook Add-in Centralized Deployment” · on Table 1610 “Office Add-in” · via Microsoft Outlook
• Page 1832 “Outlook Individual Deployment” · captioned “Get the Outlook Add-in” · via Microsoft Outlook
• Page 2718 “Page Summary Settings” · captioned “Card Settings” · via Microsoft Teams
• Page 9553 “Document Service Setup” · captioned “OneDrive Setup” · via Microsoft OneDrive
• Page 9650 “Custom Report Layouts” · on Table 9650 “Custom Report Layout” · via Microsoft Excel
• Page 9652 “Report Layout Selection” · on Table 9651 “Report Layout Selection” · via Microsoft Excel
• Page 9660 “Report Layouts” · via Microsoft Word
• Page 9666 “Report Theme and Header/Footer” · captioned “Manage themes and header-footer layouts” · via Microsoft Word

Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.