Open in Excel recap in Microsoft Dynamics 365 Finance and Operations apps

Open in Excel recap in Microsoft Dynamics 365 Finance and Operations apps

When an entity has the same root datasource (table) as a form, it will be added as an option in the Open in Excel section of the Open in Microsoft Office menu. This is referred to as a “generated” option.

Open in Excel experiences are:

• Based on Entities and the OData services they create.
• Dynamically generated or based on a pre-defined template.
• Editable and refreshable via the Excel Data Connector App.