Dynamics 365 Business Central – How to Create and Use Excel Templates for Transactions | Demo

I want to show you how you can easily create data entry templates from Business Central into Excel and then use those templates to easily get data back into Business Central.

So, first, I’m going to show you how to create a template; it’s extremely easy. Then, how to use that template, and we’ll look at transactions in the general journal entry and also the purchase order. Let’s get started.

Creating Templates

This is my general journal form that I use in my system. To make a template, all I do is highlight the first line, copy it (Ctrl C), and then go to Excel to get a brand new spreadsheet. Then, I paste it (Ctrl V) into Excel, and that’s my template. I can use this going forward, just populate this template with data, and I can paste it into Business Central.

Using Templates for General Journal Entry

This is my template populated with some payroll information, which is going to be a payroll accrual. To get this into Business Central, all I need to do is copy it and paste it into Business Central. It’s that easy; I just pasted this into Business Central using Ctrl V, and now I’ve got my transactions all ready to go.

Using Templates for Purchase Orders

Now, let’s do the same concept with purchase orders. I’m going to fill in the header information for the vendor I want to use and then copy and paste the detail information into this screen. First, I’m going to make a template. I’ll highlight the first line, copy it, go back to Excel, get a new spreadsheet, and then Ctrl V to paste the format into Excel. Now, for purchase orders, the detail line template is going to be pretty extensive, but I only need to populate a few of these fields to make a purchase order.

This is my template populated with the information I want to use to create a new purchase order in Business Central. All I need to do is copy this information, copy the first three lines up to the unit of measure code, then go over to Business Central and paste it into this detail line – it’s that simple.

So, I took the information from my Excel spreadsheet that I created using a template format from Business Central, populated it with data, and then copied and pasted it from Excel into Business Central. You can use the same template over and over again, which is really useful for recurring transactions. In this case, purchase orders from vendors from whom you buy the same items regularly, making transaction entry in Business Central a lot easier.

In summary, I showed you how to create templates and use those templates in Business Central, making transaction entry a lot easier.