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How to add new entity in open in excel functionality

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Posted on by krishna.rao@dax

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Hi all,

I need to add new entity"Period discount line " below periodic discount entity in all discounts form, which can be found in Retail -> Pricing and discounts -> All discounts.

Anyone please guide how to do this. find the screenshot for the reference

2744.OpenInExcelForum.png

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Blue Wang on at

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Hi Krishna,

When will an entity show as an Open in Excel option?

When an entity has the same root datasource (table) as a form, it will be added as an option in the Open in Excel section of the Open in Microsoft Office menu.

How can an entity be added as an Open in Excel option on a form that doesn’t share the same root datasource?

A generated Open in Excel option can be added on any form by implementing the ExportToExcelIGeneratedCustomExport interface. When adding a generated option programmatically, the set of fields can be explicitly specified.

Please read this Doc:docs.microsoft.com/.../office-integration-edit-excel

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krishna.rao@dax 3,006 on at

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Thanks Blue wang, I am looking into it.

I haven't find practical examples over internet, or any blogs.

anyone please share your experience on this requirement or any blogs?

Also in MS link https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/office-integration/office-integration-edit-excel

mentioned, form FMRental extends and implents as well, whereas in AX I found it only extends formRun, does it mean in standard form we need to do changes? please share your guidance here how to do this step, also I didn't find objects in AX "ExportToExcelIGeneratedCustomExport,ExportToExcelITemplateCustomExport". find the screenshot for reference. many thanks

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Sukrut Parab 71,710 Moderator on at

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Here you go , another example you can refer-

ievgensaxblog.wordpress.com/.../

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