Design your own “Open in Excel” Template in Microsoft Dynamics 365 Finance and Operations

We all know Excel import-export is the powerful tool in Microsoft dynamics 365 which enables users to perform their day to day data upload in easy and user-friendly manner.

Many times user comes back and say that he would like to add few fields in the excel when he/she opens up from “Open in Excel” and he/she does not want to add fields every time using design option.

So, in today’s blog we will see how we can create template as per user’s requirement so that every time user need not to design the template.

Also, this process can be used for creating a new template using known data entities. So, lets start with one scenario:

Scenario: User has to upload invoices using “Vendor Invoice Journal” but when user opens the excel using “open in Excel” option, user is not able to see “Financial dimension” for both Account and offset account, also user want method of payment and sales tax group to be there in template.

Now, we can ask user to click on design and add missing fields, but problem is next time when user open this for another journal then these changes will be lost. SO how do we fix it??

Step-1: Identify and Download the required template

Navigate to, Common Module > Common > Office Integration > Document Template > Search for template > Download > Open

Step-2: Design this blank template as per user requirement

Click on Design > Select Data entity > Edit > Add/Remove fields > Update > Done> Refresh > Save File to your system

Step-3: Create New Document Template

Navigate to, Common Module > Common > Office Integration > Document Template > New > Select File which is saved in system > Enter name and other information > Ok

Now, newly uploaded template is available in the list.

Step-4: Use newly added template

Navigate to, Accounts Payable > Invoice > Vendor Invoice journal Entry > Select Batch > Open in Excel > You can see newly added template > OK

Now you can see that you have all require fields available by default and use can use this now.

That’s it for this blog, hope this will help you to empower your end users in any implementation.

Thank You!!! Keep reading and sharing!!!