Lookup should show as default when we download using "Open in excel" functionality

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Posted on by Adam123

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Hi Guys,

I need to add the lookup in the data entity for a particular field, I have given the correct relation.

I need to see this lookup value in "Open in excel" functionality.

When I download the template the lookup values are not showing as default, I need to go inside the design and update the dataset then only lookup is showing.

Is there is any way that I can make the lookup value as default in "Open in excel" functionality? which means when i download the template before refreshing the dataset I should see the lookup as default.

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Dynamics 365 Finance

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Adis 6,069 Super User 2025 Season 2 on at

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Hi,

Could you share some screenshots with us? I ve a hard time to understand which lookup you mean.

Kind regards, Adis

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Adam123 534 on at

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Hi Adis,

Thanks for your reply

I need lookup for the category ID field, lookup will come from category table.

It is a newly developed entity.

only after I refresh the dataset lookup is visible, before that it is not visible how to make it default?

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Mohamed Amine Mahmoudi 26,436 Super User 2025 Season 2 on at

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Hi @Adam123,

hope the following helps :

https://d365foe.blogspot.com/2020/09/how-to-enable-lookup-for-field-in-open.html

Best regards,

Mohamed Amine MAHMOUDI

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