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Hi to all!
I need help to manage a problem. What I needed to achieve was to add a new unmapped field to a system data entity (OpenPurchasePriceJournalLine), then get it as a new column in the Excel the system outputs when you click on Open in Microsoft Office -> Open in Excel button.
What I did is to create an extension of the OpenPurchasePriceJournalLine Data Entiy in my model. Through it, I added the unmapped field, then added it to the "AutoGroup" data group. After build and sync, I tried it: it worked, as I see a new column in the exported excel that contains the correct values.
Now, what's the problem? The added field is a "Product Name" field, and the customer wants it to be side by side with the "Product number" column. But the system automatically puts the extensions field columns in the end of the excel, in the far-right side.
I had tried to change the order of my added field in the group, but as it is an extension of the DE, I can't move it among the default fields. I know that if it was a custom DE I would have been able to do this without any problem, but it is not my situation...
Do you have any solution for this matter? Thank you!
Hi Andrea,
It would be possible to change the order in Excel. Then save a copy and you can import it into Dynamics 365 as a template. You can manage that on the form 'Document templates' which can be found in the Organization administration menu. Your new template will be visible as one of the options on the form when you choose 'Open in Excel'.
I did a demo of this feature before in one of my presentations. You can watch this presentation on YouTube: Excel your way with the Office add-in for Dynamics 365 FinOps - YouTube
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