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I need to export data into Excel with colours based on information take from records. In Quote I need to export all products to Excel with colours. For example when product ID will be 10 this row in Excel should be in red, ID = 20 -> red colour. Can you have some articles or suggestions to resolve this problem?
After testing, we can only mark the cell red, and we can't mark this row red.
The following is the step process:
1. In the Quote view, click Excel Templates on the command bar and then click Create Excel Template. Click Edit Columns to edit the fields of the view. Then click Download File to download the template file.
2. Open the downloaded Excel file and click the Enable Editing button. Suppose my condition is: If the Name is 10, then mark this row as red. Select the Name column and click on Conditional Formatting > Manage Rules > New Rule.
3. Then follow the picture process settings.
4. We can see the effect. Then go back to D365 and update this Excel template.
5. Finally export Quotes to Excel template. We will find that only the cells in the Name column are marked in red.
6. If we open it in Excel online, we will find that there is no Manage Rules at all under Conditional Formatting.
So the integration of D365 and Excel does not support this feature.
In summary, we can only mark cells as red, not an entire row.
This is by design. We can export Quotes to Excel and use the filtering function to manually mark their rows as red.
Hope this helps.
Is your problem solved? Any other questions?
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