Skip to main content

Notifications

Finance | Project Operations, Human Resources, ...
Suggested answer

How to create custom data entity using header and line table for exporting/importing data through Open In Excel

(0) ShareShare
ReportReport
Posted on by 3,045

Hello Everyone,

I have to create one custom data entity using custom Header and line table and this entity should be visible under Open In Excel option of a custom form. My custom form designed using both Header and line table. 

I have tried creating data entity where first I have added header table and under that I have added Line table but when I have tried importing data using this entity, it is throwing duplicate data error.

I have also tried creating data entity in which I have first added line table and under that I have added header table, in this case I can't see my entity under Open In Excel list. 

Client wants to use Open In excel option only for data import/ export, kindly suggest some solution.

  • Suggested answer
    Bharani Preetham Peraka Profile Picture
    Bharani Preetham Pe... 3,587 Super User 2024 Season 1 on at
    RE: How to create custom data entity using header and line table for exporting/importing data through Open In Excel

    Please have a try on this.

    ievgensaxblog.wordpress.com/.../

  • Pooja Karki Profile Picture
    Pooja Karki 3,045 on at
    RE: How to create custom data entity using header and line table for exporting/importing data through Open In Excel

    Thanks for link, I have review this but my main issue is we need to use Open In Office not DMF.

  • Suggested answer
    Deepak Agarwal Profile Picture
    Deepak Agarwal 8,564 on at
    RE: How to create custom data entity using header and line table for exporting/importing data through Open In Excel

    There are some post similar to this, pl have a look,

       

       

       

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Announcing Forum Attachment Improvements!

We're excited to announce that attachments for replies in forums and improved…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,979 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,848 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans