Skip to main content

Notifications

Finance | Project Operations, Human Resources, ...
Suggested answer

Extended fields in entity not available in Excel-connector

(0) ShareShare
ReportReport
Posted on by 549

Hi,

I create an entity and this entity is complete available in the DMF (entity/viewMAP)... Also possible is to export and import this entity without any problems and with all entity fields...

When i try to open this entity via excel-connector not all fields are available in Excel...

Is there a rule or property setting in the fields in an entity(-extension) to get those fields in the excel-connector?or must the fields be stored in a special fieldgroup?

Regards

Christian Busche

  • Mohit Rampal Profile Picture
    Mohit Rampal 12,554 Super User 2024 Season 1 on at
    RE: Extended fields in entity not available in Excel-connector

    That's great Christian, glad it fixed the issue.

  • Suggested answer
    Christian Busche Profile Picture
    Christian Busche 549 on at
    RE: Extended fields in entity not available in Excel-connector

    Hi Mohit,

    after placing the fields in AutoReport group in standard table, entity and staging table, some rebuilds and synchronise jobs and at least refresh the entities in D365 the fields are available now... Thank you for your support...

    Regards

    Christian

  • Suggested answer
    Mohit Rampal Profile Picture
    Mohit Rampal 12,554 Super User 2024 Season 1 on at
    RE: Extended fields in entity not available in Excel-connector

    Hi Christian, I have tested and its working. I think you have added fields in Auto Report Field Group in Table instead of Data Entity. Try adding those field in AutoReport Field group of Data entity and verify if working in Open in Excel.

    Microsoft has documented this information here

    learn.microsoft.com/.../office-integration-edit-excel

    (Copied from above link)

    "The default fields that will be added into the workbook are the key and mandatory fields of the entity. If a different set of fields should be provided by default, then those fields can be added into the AutoReport field group on the entity."

  • Christian Busche Profile Picture
    Christian Busche 549 on at
    RE: Extended fields in entity not available in Excel-connector

    Hi Mohit,

    that doesn't work...

    I have created a new entity from a standard extended table and set all fields in entity to Access Modifier = PUBLIC property....

    I also put all fields in all responsible objects (Table, Entity, StagingTable) in AutoReport-Group...

    All fields are available in option EXPORT TO EXCEL, but the extended fields are not available in option OPEN IN EXCEL...

  • Suggested answer
    Mohit Rampal Profile Picture
    Mohit Rampal 12,554 Super User 2024 Season 1 on at
    RE: Extended fields in entity not available in Excel-connector

    Hi Christian, As per below article, fields should be added in Auto report field group. Please test and let us know if working.

    dynamics365finopstechnical.blog/.../

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

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

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,996 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,853 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans