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Dynamics 365 Community / Forums / Finance forum / Add Open in excel feat...
Finance forum

Add Open in excel feature to a new custom form and data entity

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Posted on by Neetu Chamling 351

Hi All,

I am trying to add feature "Open in Excel " for add/update to a new custom form and also new data entity.

My root data source in different in form and data entity. I have checked below MS tutorial for such requirement 

6518.pastedimage1566833078923v1.png

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/office-integration/office-integration-edit-excel

Looking for any previous exposure to achieve it.

Thanks in advance.

Neetu

Categories:
Development / Customization / SDK
I have the same question (0)
  • Blue Wang Profile Picture
    Blue Wang on at
    RE: Add Open in excel feature to a new custom form and data entity

    Hi Neetu,

    As mentioned in Docs, you need to implement the ExportToExcelIGeneratedCustomExport interface, it changes to use OfficeIGeneratedWorkbookCustomExporter.

    With it, you can customize the menu you need.

    Please refer this Docs: [View:https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/office-integration/customize-open-office-menu:750:50]

    and blog :[View:https://www.d365stuff.co/customdataentityopeninexcel/:750:50]

  • Suggested answer
    Pete Alberts Profile Picture
    Pete Alberts 3,542 on at
    RE: Add Open in excel feature to a new custom form and data entity

    If it is your own form (not MS standard), it is as simple as this:

    Screenshot-2019_2D00_08_2D00_27-at-11.35.25.png

  • Neetu Chamling Profile Picture
    Neetu Chamling 351 on at
    RE: Add Open in excel feature to a new custom form and data entity

    it is customized form based on customized table

  • Pete Alberts Profile Picture
    Pete Alberts 3,542 on at
    RE: Add Open in excel feature to a new custom form and data entity

    There are enough examples in the documents Blue referenced.

  • Suggested answer
    Pete Alberts Profile Picture
    Pete Alberts 3,542 on at
    RE: Add Open in excel feature to a new custom form and data entity

    The docs page mentions this code:

    Screenshot-2019_2D00_08_2D00_28-at-08.45.29.png

    The only part that they did not complete will look like this:

    Screenshot-2019_2D00_08_2D00_28-at-08.46.02.png

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