Extending Open in Excel Options

Dynamics 365 ERP - Development

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.

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