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Cannot find a way to add 'Export to excel' button to the case list pages on D365 Customer portal with the changed design

Posted on by 5

Dear All,

Would kindly ask for your help.

Need to add an 'Export to excel' button to our Customer portal so customers can download their list of cases. Found this video and this article which shows how to do it, but since then there was a change in the Portal management layout, cannot find the Grid configuration > View Actions > Download to add the 'Export to excel' button.

The answer must be in front of me, probably just can't see it.

Much appreciate any help!

Thanks,

Márton

pastedimage1604048008330v1.png

  • marton.kassai Profile Picture
    marton.kassai 5 on at
    RE: Cannot find a way to add 'Export to excel' button to the case list pages on D365 Customer portal with the changed design

    Hi Leah,

    Thank you kindly for your guidance, this is what is saw under 'Options'.

    pastedimage1604308685103v1.png

    Turned out had to disable my adblocker to see the grid configuration, after that I could do the configuration and it works fine.

    Thanks again!

    Kind regards,

    Marci

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Cannot find a way to add 'Export to excel' button to the case list pages on D365 Customer portal with the changed design

    Hi marton,

    You can just switch to the tab named ‘Options’ of the Entity List form, then you will find the ‘Grid Configuration’.

    Add ‘Download’ and insert button label you need.

    pastedimage1604285975488v1.png

    Then go to the portal, you will see that:

    pastedimage1604286047683v2.png

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