Push or Pull; It’s Your Choice

By now almost all users of Dynamics NAV are aware that NAV is integrated with Microsoft Excel. It has been this way for a while and with the newest release of 2013, or if you prefer NAV 7, this is even more true. There are more reports that can be sent to Excel and nearly every list page can push data out to Excel as well. But what if you had the need for users to be in an Excel worksheet and pull the data from NAV by using lookup list?  What if you required the user to input a certain value in an Excel field but needed NAV data validation when doing so?

Below is an easy “How-to” article to create endless Excel worksheets, using valid data from NAV tables.

Some simple but useful examples of worksheets that can be created using this information would be time entry, contact cross reference, and employee benefit tracking.



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