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business-central/across-share-data-features.md

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---
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title: Sharing Data
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description: Learn about the different ways to share business data from Business Central.
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description: Learn about the different ways to share business data from Business Central.
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author: jswymer
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ms.topic: conceptual
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ms.workload: na
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ms.search.keywords:
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ms.date: 06/11/2021
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ms.date: 06401/2022
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ms.author: jswymer
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---
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# Sharing Business Data from Business Central
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### Modify the page link
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After you copy a link, before you send it, you can modify the URL to manipulate what shows when the page opens. You can, for example, add filters or specify the company.
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After you copy a link, before you send it, you can modify the URL to manipulate what shows when the page opens. You can, for example, add filters or specify a different company.
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For more information, see [Web Client URL](/dynamics365/business-central/dev-itpro/developer/devenv-web-client-urls).
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### About filter lists
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### About filtered lists
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Using the filter pane on collection pages, you can apply filters to narrow-down the records shown in the list. If you use the **Copy Link** action or copy the URL from the browser, the page link won't respect the filters. Users that open the link will see the full collection. The way to keep the filtering on a collection page link is to save the filtered page as a **View** first. Then, open the view and copy the link from there.
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Using the filter pane on list pages, you can apply filters to narrow-down the records shown in the list. If you use the **Copy Link** action or copy the URL from the browser, the page link won't include your filter changes. Users that open the link will see the full collection. The way to keep the filtering on a collection page link is to save the filtered page as a **View** first. Then, open the view and copy the link from there.
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For more information, see [Sorting, Searching, and Filtering](ui-enter-criteria-filters.md).
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<!-- DOESNT WORK ny sorting or filtering you've done on lists will also be kept in the link, so those who open the page will see the same data as you. For more information, see [Sorting, Searching, and Filtering](ui-enter-criteria-filters.md).
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https://navdevvm-0604/BC200/?company=CRONUS%20International%20Ltd.&bookmark=27%3bEgAAAAJ7CDIAMQAyADMAMwA1ADcAMg%3d%3d&node=0000232e-8905-0000-0c5a-c400836bd2d2&page=22&filter=Customer.Name%20IS%20%27Somadis%27 seems to be node because this works: https://navdevvm-0604/BC200/?company=CRONUS%20International%20Ltd.&bookmark=27%3bEgAAAAJ7CDIAMQAyADMAMwA1ADcAMg%3d%3d&page=22&filter=Customer.Name%20IS%20%27Somadis%27-->
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## Sharing to Teams
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![Supported](media/check.png) Business Central Online ![Not Supported](media/x-icon.png) Business Central On-premises
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Directly from most collection pages and details pages, you can send a link to the page to specific recipients in a Teams conversation. For example, share a link to a filtered view of your records. Recipients then select the link to open the page in Business Central.
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Directly from most collection pages and details pages, you can send a link to the page to people, group chats or channels. For example, share a link to a filtered view of your records. Recipients then select the link to open the page in Business Central.
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For more information, see [Sharing Records and Page Links in Teams](across-working-with-teams.md).
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## Sharing to OneDrive
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## Sharing Through OneDrive
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![Supported](media/check.png) Business Central Online ![Supported](media/check.png) Business Central On-premises
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Business Central makes it easy to store, manage, and share files with other people through OneDrive for Business. On most pages where files are available, such as the Report Inbox or files that are attached to records, you'll find the **Open in OneDrive** and **Share** actions. Both actions save a copy of a file to OneDrive. Once in OneDrive, you can use its sharing and contribution features on the file. The difference in the actions is that **Open in OneDrive** opens the file in OneDrive. **Share** opens a page the let's you select who you want to share the file with. Recipients will get a notification email and the file appears in the shared folder in their OneDrive.
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Business Central makes it easy to store, manage, and share files with other people through OneDrive for Business. On most pages where files are available, such as the Report Inbox or files that are attached to records, you'll find the **Open in OneDrive** and **Share** actions. Both actions save a copy of a file to OneDrive. Once in OneDrive, you can use its sharing and contribution features on the file. The difference in the actions is that **Open in OneDrive** opens the file in OneDrive. **Share** opens a page the let's you select who you want to share the file with. Recipients will get a notification email to access the file from your OneDrive.
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For more information, see [Sharing Files in OneDrive](across-share-onedrive.md).
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## Opening in Excel
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![Supported](media/check.png) Business Central Online ![Supported](media/check.png) Business Central On-premises
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For collection pages or line item lists, you have the **Open in Excel** action. This action opens the list of records in an Excel workbook (.xlsx file), which you send to others. In the workbook, you can also use the share feature that's part of Excel.
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For list pages and lists embedded on a page, you can use the **Open in Excel** action. This action exports the list of records to an Excel workbook (.xlsx file), which you can share with others. In the workbook, you can also use the Share feature that's part of Excel.
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For more information, see [Viewing and Editing in Excel](across-work-with-excel.md).
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## Sharing rows or tables
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![Supported](media/check.png) Business Central Online ![Supported](media/check.png) Business Central On-premises
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You can share one or more records in a list. Just press the Ctrl+C keyboard shortcut to copy to your clipboard. Then paste what you copied into another application by pressing Ctrl+V. For example, copying three sales orders and pasting that into an email will display the orders in a nicely formatted table.
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For more information, see [Copy and Paste FAQ](faq-copy-paste.yml).
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## See Also
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[Business Central and OneDrive Integration](across-onedrive-overview.md)

business-central/across-working-with-teams.md

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1. Sign in to [!INCLUDE [prod_short](includes/prod_short.md)] using your browser.
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2. Open the record that you want to share.
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The app is designed to display card type pages from [!INCLUDE [prod_short](includes/prod_short.md)]\. So open a page that displays a single record, like an item, customer, or sales order. You can't use it for role centers or pages that display several records in a list.
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The app is designed to display a card for almost any type of [!INCLUDE [prod_short](includes/prod_short.md)]\. page. But it provides the best experience when used for pages that display a single record, such as an item, customer, or sales order.
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3. Copy the link to the page.
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There are two ways to copy the link. The easiest and preferred way is to select **Share** ![Share icon in Business Central](media/share-icon.png) > **Copy Link**. The other way is to, copy the entire URL from the browser's address bar.
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[![Copy Business Central URL from browser.](media/teams-copy-link.png)](media/teams-copy-link.png#lightbox)
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4. Go to Teams and start a conversation, which can be chat with a person, group of persons, or a team channel.
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<!--Teams imposes a few limitations here eg. you cannot unfurl a link during a Voice/Video call :/ We should probably only mention this in a Troubleshooting section (and i hope it will also be fixed soon)-->
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5. Paste the link (URL) in the message box where you compose a message.
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![Paste Business Central URL in Teams.](media/teams-paste-url-v2.png)
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> [!TIP]
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> If you get a message like: **Business Central wants to show a preview of this link.**, it means that you don't have the Business Central app for Teams installed. To install the app, select **Show Preview** and follow the instructions.
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6. The first time you paste a link into a conversation, you'll be asked to sign in to [!INCLUDE [prod_short](includes/prod_short.md)] and give consent for the app to retrieve data. Just follow the on-screen instructions.
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> [!NOTE]
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> You'll only have to do this step once.
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7. Wait a moment while a card is generated in the message box.
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8. When the card appears, review the contents of the card carefully for any sensitive information before sending the message. This step is important because once you send the message, everyone in the conversation can see the card.
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9. If the card looks good, select **Send** to submit it to the conversation.
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> [!TIP]
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> After the card appears, and before you select **Send**, you can delete the pasted URL if you like.
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10. To view more details or make changes to the record shown in the card, select **Details**. For more information, see the next section.
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### View card details
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Once a card's been sent to a conversation, you and all participants with the [proper permissions](admin-teams-integration.md#permissions) can select **Details** to open a window that displays more information about the record&mdash;and possibly make changes to the record. It doesn't matter if you're the one sending the card or the one receiving the card. The **Details** feature is especially useful to recipients, because it quickly provides them with concise, targeted information about the record, as opposed to having to scan the full record.
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Once a card's been sent to a conversation, all participants with the [proper permissions](admin-teams-integration.md#permissions) can select **Details** to open a window that displays more information about the record&mdash;and possibly make changes to the record. It doesn't matter if you're the one sending the card or the one receiving the card. The **Details** feature is especially useful to recipients, because it quickly provides them with concise, targeted information about the record.
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The details window is similar to what you'd see in [!INCLUDE [prod_short](includes/prod_short.md)] the record. But it's slightly trimmed for Teams. When you're finished viewing and making changes, close the window to return to the Teams conversation.
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The details window is similar to what you'd see in [!INCLUDE [prod_short](includes/prod_short.md)], but it's focused on the page or record that the card is about. When you're finished viewing and making changes, close the window to return to the Teams conversation.
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Here are a couple things to keep in mind when working with the card details:
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business-central/faq-copy-paste.yml

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answer: |
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When pasting into [!INCLUDE[prod_short](includes/prod_short.md)], each row is checked to make sure that values in each column are valid. If a column contains a value that is not valid, the pasting is stopped, and an error message is displayed. To avoid this, make sure that the columns have valid values before you paste them.
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- question: Can I also copy links to pages and records?
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answer: |
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Yes. For more information, see [Sharing Business Data from Business Central](across-share-data-features.md).
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additionalContent: |
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## Next steps
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business-central/ui-enter-data.md

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> If you work in the Safari browser, a pop-up blocker may cause the new window to not open. If this is the case, specify the product URL as an allowed website. For information see, [Change preferences in Safari](https://go.microsoft.com/fwlink/?LinkId=2102965).<br /><br />
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> The same may happen in other browsers, such as Firefox. For more information, see [Pop-up blocker settings in Firefox](https://go.microsoft.com/fwlink/?LinkId=2116400).
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Another way to multitask, is to open [!INCLUDE[prod_short](includes/prod_short.md)] on two or more browser tabs. When you do it this way, you should create a new tab and then copy/paste the URL of the original tab into the new tab. This way creates a new session.
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Another way to multitask is to open [!INCLUDE[prod_short](includes/prod_short.md)] on two or more browser tabs. When you do it this way, you should create a new tab and then copy/paste the URL of the original tab into the new tab. This way creates a new session.
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> [!NOTE]
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> Don't use the **Duplicate** function of the browser to create the new tab as this may cause actions on one tab to block actions on other tabs because they are part of the same session.
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## <a name="decimal"></a>Setting the decimal separator used by numeric keyboards
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When using the decimal separator key of numeric keyboard to enter data, the actual decimal separator that's entered in the field is determined by the region setting of your Business Central. You set the region in Business Central on the **My Settings** page.
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When using the decimal separator key on a numeric keypad to enter data, the actual decimal separator that's entered in the field is determined by your region setting in Business Central. Most regions use the period (.) or comma (,) symbol as a separator for decimal values, as you would typically see in currency amounts. The decimal key on your keypad adapts to your region. It's often different to the period or comma keys on the rest of your keyboard. You set the region in Business Central on the **My Settings** page.
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For example, suppose you're using a numeric keyboard that uses a period (.) as the decimal separator key. But, you're entering data for a regional language that uses a comma (**,**) for the decimal separator, like Danish (Denmark) or French (France). So, you want decimals like "1.23" to be entered as "1,23". In this case, you can go to the **My Settings** page and set the **Region** to the target regional language, like **Danish (Denmark)** or **French (France)**. For more information, see [Change Basic Settings](ui-change-basic-settings.md#region).
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For example, suppose you're using a numeric keyboard that uses a period (.) as the decimal separator key. But you're entering data for a regional language that uses a comma (**,**) for the decimal separator, like French (France). So, you want decimals like "1.23" to be entered as "1,23". In this case, you can go to the **My Settings** page and set the **Region** to the target regional language to **French (France)**. For more information, see [Change Basic Settings](ui-change-basic-settings.md#region).
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> There may be occasions when you want to use the decimal separator to enter a period (.). For example, suppose you were entering a date range in a filter, like `01/01/2022..04/01/2022`, or anything that requires a period. To accommodate this case, press the 'Alt+Decimal Separator' keys on the numeric keyboard. This key combination switches the decimal separator between outputting a period and the decimal separator as determined by the **Region** setting.

business-central/work-outlook-addin.md

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There's a couple ways you can attach files. One way is to upload files from your device. The other way is upload files that are attached to an email. For example, suppose you get an email with files from a contact. The add-in will automatically display the contact record that matches the email sender. From there, you can navigate to a document for the contact, like the latest sales order. Once you've identified the order that the email relates to, you quickly upload the files from the email to that order.
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![Shows how to add attachments from an email to records in Business Central.](media/outlook-attach-file.png)
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![Shows how to add attachments from an email to records in Business Central.](media/outlook-attach-files.png)
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After attaching a file, coworkers can instantly download and view the file from the **Attachments** FactBox in any of their Business Central clients. Or, they can open the file in OneDrive to share and collaborate with their department.
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