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Dynamics 365 CommunityForums Small and medium business | Business Central, N... Customer Statements Excel

Small and medium business | Business Central, N...

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Customer Statements Excel

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Posted on by Iamtommoore

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Hello,

Is it possible to send a customer statement in Excel rather than PDF and Word?

We have customers who won't accept, PDF and we have to copy and paste into Excel

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YUN ZHU 92,367 Super User 2025 Season 2 on at

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RE: Customer Statements Excel

Hi, as you know, customer statement cannot be directly exported to Excel, but Report can be saved as Excel in the code. Although I have not tried it, it may be possible to do it with customization.

https://yzhums.com/7200/

Hope this will help.

Thanks.

ZHU

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