Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested answer

Open in excel add-in: change column order in extended data entity "AutoGroup" field group

(0) ShareShare
ReportReport
Posted on by 45

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!

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,575 Super User 2025 Season 1 on at
    RE: Open in excel add-in: change column order in extended data entity "AutoGroup" field group

    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

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

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

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

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,575 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,493 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans