Integrating Business Central with Office apps and Microsoft 365

Path: Integration > Integrating Business Central with Office apps and Microsoft 365 · tier official · system integration · narrative reviewed (checked by Opus)

Overview

This area covers how Business Central connects to Microsoft 365 tools. The landing page lists the capabilities: Excel, OneDrive, Outlook, SharePoint, Teams, Word and Microsoft Graph, used for data management and document processing.

The pages split by product. Four subtopics cover Excel, OneDrive, Teams and Word. The Outlook add-in has its own page, which describes how to get and deploy it. Start with the overview page to find the right product, then go to that subtopic.

Excel and Word pages cover both users and report authors (Edit in Excel, report layouts, XML mapping, Word templates). The Teams pages are aimed at AL developers. The OneDrive pages cover setup, daily use and extending the Document Sharing module.

Key points

• Excel: Open in Excel and Edit in Excel, permission sets that control Edit in Excel, importing data through Excel or configuration packages, and Excel report layouts.
• OneDrive: open, share and save documents such as reports and Excel workbooks in OneDrive for Business; developers can extend the Document Sharing module.
• Teams: for AL developers; covers Teams cards, card details and tabs, customizing cards with the Brick field group and AL events, and detecting Teams sessions.
• Teams FAQs address link unfurling, stage view, licensing and permissions.
• Word: map report data fields into Word layouts with the XML Mapping pane, and use Word templates to merge entity data into bulk communications for customers, vendors and contacts.
• Outlook add-in: can be deployed centrally by Microsoft 365 admins or installed individually by users.
• The Outlook add-in provides contact insights and document view in emails and appointments, and supports creating business documents.

Subtopics

• Integrating with Microsoft Excel (4 pages)
• Integrating with Microsoft Onedrive (2 pages)
• Integrating with Microsoft Teams (6 pages)
• Integrating with Microsoft Word (2 pages)

More Learn pages

• Get the Business Central Add-in for Outlook: Learn how to install the Business Central add-in for Outlook for your organization or for your own use.
• Integrating with Office apps and Microsoft 365: Learn how to integrate Business Central with Office apps and Microsoft 365.

Videos, posts and code changes

Linked by a Haiku matcher with a grounding quote from the item’s summary (link/topics.ts); machine-generated.

• #8051 [Edit in Excel] Expose ExternalizeODataObjectName and add Page Control Field publisher (code change): “Edit in Excel codeunit now exposes a public procedure for OData object name conversion”
• #8318 SharePoint Graph Module - extend functionality with additional methods (code change): “SharePoint Graph module gains update and rename operations for drive items”

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 1831 “Outlook Centralized Deployment” · captioned “Outlook Add-in Centralized Deployment” · on Table 1610 “Office Add-in”
• Page 1832 “Outlook Individual Deployment” · captioned “Get the Outlook Add-in”
• Page 1480 “Excel Centralized Depl. Wizard” · captioned “Excel Add-in Centralized Deployment” · on Table 1480 “Edit in Excel Settings” · via Integrating with Microsoft Excel
• Page 9650 “Custom Report Layouts” · on Table 9650 “Custom Report Layout” · via Integrating with Microsoft Excel
• Page 9652 “Report Layout Selection” · on Table 9651 “Report Layout Selection” · via Integrating with Microsoft Excel

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