Updating Excel Templates for "Open In Excel" Use

For use with Microsoft Dynamics 365 Finance. 

This instruction is for updating an existing template. If you need to create a new template and have it available, development support is required. Contact us with questions/instructions on how to do this. 

Step-1: Identify and Download the required template

Navigate to, Common Module > Common > Office Integration > Document Template > Search for template > Download > Open

Step-2: Design this blank template as per user requirement

Click on Design > Select Data entity > Edit > Add/Remove fields > Update > Done> Refresh > Save File to your system

Step-3: Create New Document Template

Navigate to, Common Module > Common > Office Integration > Document Template > New > Select File which is saved in system > Enter name and other information > Ok

Now, newly uploaded template is available in the list.

Step-4: Use newly added template

Navigate to, Accounts Payable > Invoice > Vendor Invoice journal Entry > Select Batch > Open in Excel > You can see newly added template > OK

Now you can see that you have all require fields available by default and use can use this now.

Oak Hall Group provides implementation and support services to Microsoft Dynamics 365 users, companies, partners, and Microsoft. Our team has over 50 combined years of experience with the product and implementations. Contact us for Implementation and Support Services. 

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