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

Excel Addin - finding right tables

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Posted on by 131

Hi All,

I am starting to work with (for the 1st time) - The excel add in related to D365 F&O.  I was wondering if anyone could point me in the direction of an article or link that might help in identifying which tables hold which data.

Example  -  which tables would hold data to help me see - 

1  -  Where our AP payments are in ourworkflows (ie is the payment in step 1 of the workflow, or has the workflow been completed)

2 - What is the Status of our Purchase Orders - (Have they been recieved, paid etc)

These are just two examples, but is there a general guide or link.

Thanks All

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  • Suggested answer
    Ramit Paul Profile Picture
    22,809 Most Valuable Professional on at

    Hi,

    Excel add-in basically helps to create data in d365 by using standard data entity.

    However if I understood your purpose then you need to check your data, hence it won't help you with excel add-in.

    You can either use forms and Thanks export your data to excel or you can check your data in forms itself.

  • André Arnaud de Calavon Profile Picture
    305,643 Super User 2026 Season 1 on at

    Hi Trevor,

    As mentioned by Ramit, there is not direct list with tables, but a concept of data entities is used. It is not straight forward to find the correct data entities to use, if they are available for your requirements. A developer would be able to check in Visual Studio which tables are covered by what data entities.

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