General Journal - Adding template to Open line in Excel

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Posted on by CU29041349-0

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Hello:

I have a custom Excel template I am looking to make available with the General journals form, specifically within the Open lines in Excel dropdown. This new template is a modification (adding a few additional fields) of an existing template, but I do not want to replace the existing template. I haven't had any success uploading it through Document templates. I understand this may require X++ code?

Thanks

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Dynamics 365 Finance

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Jonas "Jones" Melgaard 4,980 Most Valuable Professional on at

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You most likely need to make a customization for it,

I wrote a blog post about how to do it with inventory journals some time ago, but it should work the same as with general journals: https://melgaard.nu/missing-excel-templates-in-inventory-journals/

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Ramesh Kumar 7,527 Super User 2025 Season 2 on at

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Yes, you're right. To add a custom Excel template to the "Open lines in Excel" dropdown in Dynamics 365 Finance, this can indeed require some X++ customization

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Ramesh

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Arvind Bharti 718 Super User 2025 Season 2 on at

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Through document template , you might need to select the legal entity while upload and keep the name same as data entity name which you would exported. This can show both standard and new one

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CU29041349-0 604 on at

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Hi Jonas,

I'm not sure your solution is what I'm looking for.

So I tracked down the current template looks to be tied to an AOT Resource (LedgerJournalLineEntryTemplate). It also appears whoever worked on this template last just overrode the template on the frontend using the same template name. What I want is to create a new instance so I can link it to my modified Excel template. Any thoughts?

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CU29041349-0 604 on at

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Hi all,

I found the link below which seems to be what I was looking for. Still working out a couple of issues, mostly tied to my dev environment. Hopefully, it works for anyone with same/similar issues.

https://www.alithya.com/en/insights/blog-post/d365-finance-and-operations-customize-standard-excel-template

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