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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to export excel to...
Finance | Project Operations, Human Resources, ...
Suggested Answer

How to export excel to onedrive

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Posted on by Mahesh m

Navigation pane>General ledger>inquiry and Reports>Financial reports>Click generate button>Cliclk OK>Click export>Click ok>Click ?????

Please help out this issue....

pastedimage1646055487920v1.png

How to enable onedrive option???

I have the same question (0)
  • Suggested answer
    Gaurangkumar Jani Profile Picture
    Gaurangkumar Jani 4,534 User Group Leader on at

    Hi Mahesh,

    You need to link your SharePoint to D365FO.

    Path : Organization Administration > Document Management > Document Management parameters 

    pastedimage1646059125351v1.png

    Please configure it and it will be available while downlow the excel.

    Thanks,

  • Mahesh m Profile Picture
    Mahesh m on at

    Thankyou

    How  to enable that OneDrive option??

  • Suggested answer
    Michal Krejza Profile Picture
    Michal Krejza on at

    Hi Mahesh,

    Please try following and let us know:    

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 14,679 Super User 2025 Season 2 on at

    Hi Mahesh,

    You need to enable OneDrive for business. Like CA Gaurangkumar mentioned please add SharePoint URL  on Default SharePoint server then you can add file on OneDrive business while you need to have OneDrive for business.

    Please check following post for more info: powerobjects.com/.../

  • VV-22040800-0 Profile Picture
    VV-22040800-0 12 on at

    Hi Alireza,

    I'm facing similar issue, sharepoint site has been configured in document management parameters but when trying export the rows to onedrive getting the error as 'unable to determine onedrive for business site'.

    do we need to enable onedrive for business from power platform admin portal? but i don't see the 'settings' against the environments listed.

    kindly assist.

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