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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Unable to save persona...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Unable to save personalization for Excel add-in template for Budget Register Entries form

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Posted on by ZvikaR 196

I am trying to personalize / make changes to the design for the Excel add-in template used on the Budget Register Entry form.

In the Document Templates form, I cannot seem to find an entry for this particular template. Is it possible that some templates are "hard coded" ?!?

There is one line on this form with the "budget" word in its name:  "Budget register entry template" but that does not seem to be it. replacing it with my modified template does not impact the document that is opened from the Budget Register Entry form.

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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 307,829 Super User 2026 Season 2 on at

    Hi Zvika,

    There are some forms where the list with options for Open in Excel is hard-coded. I'm aware of the ledger journal forms. When there is an additional button on the form called 'Open in Excel' (right next to the Delete button), it is most likely hard coded. You can then extend the form to add your own additional templates.

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