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.
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