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Finance | Project Operations, Human Resources, ...
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Modifying Excel import (Excel add-in)

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Posted on by 55

Hi everyone!

Has anybody encountered an issue of modifying standard Excel import by adding any extra steps? E.g., I need to update/create new lines in a sales order. I want to have two options for users:

a) simply create new lines

b) create new lines and automatically reserve the goods (or even do smth else in other tables that are not directly connected to SalesTable/sales lines).

Is it possible to add any steps like that? By modifying/creating Data entities and/or adding some code to existing methods.

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  • Verified answer
    André Arnaud de Calavon Profile Picture
    299,397 Super User 2025 Season 2 on at
    RE: Modifying Excel import (Excel add-in)

    Hi Kseniya,

    It is possible to create actionable methods or add x++ logic to data entities to perform additional tasks. Be aware that such additional coding can have a negative impact on the performance.

  • Kseniya Profile Picture
    55 on at
    RE: Modifying Excel import (Excel add-in)

    Thank you for the information!

    So, if I got it right, it is possible to create different data entities for sales orders and update data by Excel in different ways and this will not affect standard functionality (I mean adding sales lines manually in D365)?

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