Export data using Excel Addin - D365FO

Hi,

In my previous post, I explained about the configuration and setup of Excel data connector Add-In for D365FO.In this post, we will discuss the options available with the Excel Add-In and try to export the data. For demo purpose, I have chosen to export Customer group information. 

Step 1: In D365FO, navigate to the Customer groups form(Path: Accounts receivable > Setup > Customer groups) and if we choose the icon next to attachments(colored in red) it provides us two options namely OPEN IN EXCEL(Customer groups) and EXPORT TO EXCEL(Customer groups).I have chosen the first option to export the data.

Step 2: D365FO provides us option to download the document, click on the download button and choose the folder path where we want to open/save the spreadsheet.

Step 3: A new spreadsheet gets created with the name of the data entity i.e. CustCustomerGroupEntity and data is exported(Please note only data from the current legal entity is exported). In the below screenshot, in the excel add-in window customer group is in the red text indicating its a read-only field.

Step 4: If we observe clearly, there are four options available on the excel add-in window namely New, Refresh, Publish, Filter and Design. 

Step 5: Refresh option helps to maintain the latest data from D365FO in the spreadsheet. To check this option, I have changed the description of Customer group CG1 from "Customer group 1" to "Customer group 1 updated" in D365FO.

Step 6: Now when I click on refresh option in the spreadsheet, value for customer group CG1 is updated accordingly. Thus, we are able to export and refresh the data using excel add-in data connector.

Regards,

Chaitanya Golla