Customization in Electronic report formats through Excel templates in D365

To enable new ER functionality modifications are made to the Excel document attached as a template for a business document, then reapply the updated template to the ER format.

Create a new drived report and then click on the ‘Attachment’ button of our custom report.


Now click on ‘Open’ to download the original Excel template.


Open the downloaded Excel template. Select the range you want to update and go to Formula > Name Manager.

Now, create new ranges, edit existing ones or change the Excel cells, set values, or delete.


Upload the updated Excel template as a new attachment


And set the new updated Excel as the template of the report.



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