how to enable editing in excel fo protected view

The default fields that will be added into the workbook are the key and mandatory fields of the entity. What fields will be shown in the workbook? This is referred to as a “generated” option. When an entity has the same root datasource (table) as a form, it will be added as an option in the Open in Excel section of the Open in Microsoft Office menu. When will an entity show as an Open in Excel option? The following image shows the Open in Microsoft Office menu on the Fleet Customers form with a template Open in Excel option, a generated Open in Excel option, and a static Export to Excel option.

The Open in Excel experiences utilize the Excel Add-in to facilitate refresh and publish.

All the grid data for the current filter is placed into a workbook.

The Export to Excel options are static exports of grid data.

The Export to Excel options and experiences are both found in the Open in Microsoft Office menu: What's the difference between Export to Excel and Open in Excel? Open in Excel experiences are usually found under in the Open in Excel section of the Open in Microsoft Office menu, but an explicit button can be added for these experiences. The following image shows the Excel Add-in being used for Journal entry.

Editable and refreshable via the Excel Add-in.

Dynamically-generated or based on a pre-defined template.

Based on entities and the OData services that they create.

Learn about creating Open in Office experiences for Excel and Word. If you need to find a specific page, you can use Search.

Navigation might be different than noted while we make updates. The functionality noted in this topic is currently available in both the stand-alone Dynamics 365 Human Resources and the merged Finance infrastructure.

How to enable editing in excel fo protected view