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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Customize "Open with E...
Small and medium business | Business Central, N...
Suggested answer

Customize "Open with Excel" List

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Posted on by MF-03051418-0
In Sales Quotes, it's possible to export the Sales Lines through the /Open with Excel/ button.

 
It's possible to customize the excel report by adding other fields without adding that fields to the web grid view?
Categories:
Dynamics 365 Business Central
  • Suggested answer
    Saurav.Dhyani Profile Picture
    Saurav.Dhyani 14,312 Super User 2025 Season 1 on at
    Customize "Open with Excel" List
    Hi,
     
    You cannot customize action (as it's a platform action) but you can utilize Excel Layout to export data in excel.
     
    Regards,
    Saurav Dhyani
  • gdrenteria Profile Picture
    gdrenteria 15,332 Most Valuable Professional on at
    Customize "Open with Excel" List
    Hi
    I hope this can help you and give you some hints
    BR
    GR
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 26,793 Super User 2025 Season 1 on at
    Customize "Open with Excel" List
    I don't believe its possible to customize this report out of the box, as by default it simply opens all the fields visible on the page, and its not defined for a specific page. Perhaps you can use the Edit in Excel function instead? As in that file you can edit the visible fields and then save it. Otherwise, you can look at getting a developer to create a new excel report for you with the required fields. Or you can also use configuration packages to export only the fields you need. 
     

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