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Finance | Project Operations, Human Resources, ...
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Automatically select Download when OPENING or EXPORTING to Excel

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Posted on by 105

Hey guys,

We don't have and likely wont have a SharePoint or OneDrive linked to our D365 F&O in the immediate future. Therefore I'm keen to understand if there is a way that when we select an OPEN IN EXCEL or EXPORT TO EXCEL it automatically selects Download rather then keep coming up with this prompt? I'm trying to reduce points of unnecessary clicks for very common processes.

Cheers,

Regan

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I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    301,687 Super User 2025 Season 2 on at

    Hi Regan,

    To be able to achieve this, you would need considering a customization.

  • ReganMitchell Profile Picture
    105 on at
    [quote]

    Hi Regan,

    To be able to achieve this, you would need considering a customization.

    [/quote]

    I feared you would say that, André... thanks for your quick response though!

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