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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Newly created data ent...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Newly created data entity is not showing in excel add ins

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Posted on by itlabnarmi_ivoruk 166

I have created new entity having header and lines data, it is working fine (export/import) but I am unable to do export import using excel add in. When I click on excel add in on top right of form, my entity name is not showing in "OPEN IN EXCEL" and "EXPORT TO EXCEL". I also created document template still it is not showing.

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  • Suggested answer
    Mohit Rampal Profile Picture
    Mohit Rampal 12,573 Moderator on at

    Hi, "When an entity has the same root datasource (table) as a form, it will be added as an option in the Open in Excel section of the Open in Microsoft Office menu. This is referred to as a “generated” option

    Is this criteria met?

    Check this thread

    community.dynamics.com/.../open-from-excel-options-is-not-showing-in-the-form

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