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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.
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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André Arnaud de Cal...
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