Excel workbook designer in D365FO

Hi,

Workflow designer page in D354FO helps us to create a spreadsheet with the required fields. For demo purpose, I have chosen to export customer group data.

Step 1: In D365FO, navigate to the Excel workbook designer page(Path: Common > Common > Office integration > Excel workbook designer)

Step 2: Filter for customerGroup to export customer group information.

Step 3: Click on the right arrow by selecting the required fields(as shown below).

Step 4: Click on Create workbook button to the toolbar such that Excel data connector app creates the required workbook. Click on download button and either save or open the file.

Step 5: Thus, the workbook gets generated with the required field list.

Regards,

Chaitanya Golla