Fields inclusion for Editing in Excel

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Posted on by M Saravanan

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Dear members,

It would be greatly helpful if you could provide me solution/idea to the issue that I am facing. We all knew that in F&O, the edit via Excel option is available. Consider that I am using a General journal and I wish to push the data. I noticed that some fields are not present by default in the Excel downloaded for publishing the data. I know well, that I can add the fields whichever I require. But it happens like everytime when I wish to push the data, It's like adding the fields manually into excel and then pushing it.

Is there any solution available that could resolve the above-mentioned issue? Is there any setup that exists in F&O that will help to add those necessary fields that I want to use once and upon the next use, those fields are displayed in the excel downloaded by default?

Please guide/help me to get a solution to my requirement.

Best

Saravanan

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Answers (1)

Layan Jwei 7,204 Super User 2024 Season 2 on at

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Fields inclusion for Editing in Excel

Hi,

Is your question solved? If yes please verify the answers that helped
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Waed Ayyad 5,955 Super User 2024 Season 2 on at

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Fields inclusion for Editing in Excel

Hi,

You can extend the entity behind this template and add the fields that you want to appear on the Excel.

Thanks

Waed Ayyad

Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future
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Alireza Eshaghzadeh 11,768 Super User 2024 Season 2 on at

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Fields inclusion for Editing in Excel

Hi Saravanan,
You can add the required fields to your Excel template and upload it on Organization Administration > Setup > Office Integration > Document Templates. Afterward, you can use your custom Excel add-in alongside the standard Excel add-in on the specified form.

For the General Journal, adding a new custom template directly to "Open lines in Excel" without development is not possible. A workaround is to create a custom template and import it into Document Templates to overwrite the existing standard template. In this case, make sure to use the same name for your Excel file as the standard template for the possibility to overwrite it.
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Layan Jwei 7,204 Super User 2024 Season 2 on at

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Fields inclusion for Editing in Excel

Hi Saravanan,

The fields that appear automatically when you open the excel are the entity key fields, mandatory fields and fields inside auto report field group.

So what you can do, is that you can add all the fields you want to appear by default in the auto report field group of the entity.

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/office-integration/office-integration-edit-excel#what-fields-will-be-shown-when-an-entity-is-the-target-of-a-lookup

Thanks,

Layan Jweihan

Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future
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Anthony Blake 2,074 Super User 2024 Season 2 on at

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Fields inclusion for Editing in Excel

Behind the Office integration, open/edit in Excel, are Data Entities. Extend the Data Entity you are using to include the fields, or create a new Data Entity and set its form reference field.
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Kevin Xia Microsoft Employee on at

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Fields inclusion for Editing in Excel

Hi,

You can try to design excel template that meets your needs. You can check this blog: exploredynamics365.home.blog. In this blog you will see how to create template as per user’s requirement so that every time user need not to design the template, and you does not need to add fields every time using design option. Or you can check this blog also: www.alithya.com.

Best regards,

Kevin

Fields inclusion for Editing in Excel

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