- The article discusses the option to open data available in a form in Excel within Microsoft Dynamics 365.
- Users can view and manipulate data from a form in Excel by utilizing the functionality provided.
- The process involves enabling a data entity to expose data through the OData feed and installing the Microsoft Dynamics 365 add-in on the local Excel application.
- Only data accessible to the user will be visible and manipulable through the Excel add-in.
- In certain scenarios, additional data entities may need to be added as options to the "Open in Excel" list.
- To add a new data entity as an option, a class with an initializing handler method must be created.
- The class should reference the Office library and the logic should be implemented to add or remove options from the list.
- Finally, the changes need to be implemented in the form by subscribing the options initializer with the OnInitializing event.
Registered users can view the full text for FREE!
Sign In Now!