Skip to main content

Notifications

Announcements

No record found.

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

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

Posted on by 345

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

  • Suggested answer
    Pete Alberts Profile Picture
    Pete Alberts 3,538 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

  • Pete Alberts Profile Picture
    Pete Alberts 3,538 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.

  • Neetu Chamling Profile Picture
    Neetu Chamling 345 on at
    RE: Add Open in excel feature to a new custom form and data entity

    it is customized form based on customized table

  • Suggested answer
    Pete Alberts Profile Picture
    Pete Alberts 3,538 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

  • 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]

Helpful resources

Quick Links

Dynamics 365 Community Update – Sep 9th

Welcome to the next edition of the Community Platform Update. This is a weekly…

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,263 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,112 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans