web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested answer

How to create custom data entity using header and line table for exporting/importing data through Open In Excel

(0) ShareShare
ReportReport
Posted on by 3,039

Hello Everyone,

I have to create one custom data entity using custom Header and line table and this entity should be visible under Open In Excel option of a custom form. My custom form designed using both Header and line table. 

I have tried creating data entity where first I have added header table and under that I have added Line table but when I have tried importing data using this entity, it is throwing duplicate data error.

I have also tried creating data entity in which I have first added line table and under that I have added header table, in this case I can't see my entity under Open In Excel list. 

Client wants to use Open In excel option only for data import/ export, kindly suggest some solution.

  • Suggested answer
    Bharani Preetham Peraka Profile Picture
    3,524 Moderator on at
    RE: How to create custom data entity using header and line table for exporting/importing data through Open In Excel

    Please have a try on this.

    ievgensaxblog.wordpress.com/.../

  • Pooja Karki Profile Picture
    3,039 on at
    RE: How to create custom data entity using header and line table for exporting/importing data through Open In Excel

    Thanks for link, I have review this but my main issue is we need to use Open In Office not DMF.

  • Suggested answer
    Deepak Agarwal Profile Picture
    132 on at
    RE: How to create custom data entity using header and line table for exporting/importing data through Open In Excel

    There are some post similar to this, pl have a look,

       

       

       

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Dynamics 365 Community Update – Sep 16th

Welcome to the next edition of the Community Platform Update. This is a weekly…

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Jahanvi Profile Picture

Jahanvi 35

#2
PJ JohnPaul Profile Picture

PJ JohnPaul 5

#3
Anton Venter Profile Picture

Anton Venter 4 Moderator

Product updates

Dynamics 365 release plans