Edit in Excel

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Posted on by rcboiler

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The edit in excel option is on several views. Nice feature. But as many have pointed out, the exported results do not have all of the fields on the screen. That being said, you are able to edit the fields that are being displayed while in Excel but when the data is refreshed the columns remain empty even though there is data for those records. Is this a flaw in the Edit in Excel add-in or am I missing a step to get the data display?

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RE: Edit in Excel

What was the resolution?
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rcboiler 1,144 on at

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RE: Edit in Excel

Resolved.
Chris Bulson on at

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RE: Edit in Excel

Hello,

Can you give me an example page to look at in CRONUS where you're seeing this?

Thanks,

Chris
rcboiler 1,144 on at

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RE: Edit in Excel

Not trying to push back to D365F, just trying to view the records in excel.
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RE: Edit in Excel

In excel you need to 'publish' rather than 'refresh' in order to force the updated data through to D365FO. If you have attempted to edit 'read only' fields when manipulating the data in excel the publishing process will warn you that these won't be updated in D365FO. I hope this helps.