Limited fields export using Export to Excel – D365 Operations

As we all know , “Export to Excel” in a form exports the data of all the fields given in the form`s grid.

There may be situations where the user expects to export only few fields from the form .

There are 2 ways to do this :

  1. Make the Visible property of the field in the form as No. But if the user expects the field to be available, then this is not a feasible solution.
  2. Another ideal way with  less technical intervention is form Personalisation. User can export and import the personalisation . Given below the steps to do it.
    •  Personalise the form by hiding the unnecessary fields. (When the session is refreshed, user will be able to see all the fields in the form)
    • Export the personalisation. It is exported as XML file which has the changes for hidden fields.
    • Whenever user needs to use “Export to Excel” , below steps are to be followed
    • Same approach can be used for Exporting the personalisation as well.
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About AnithaEswaran

Hello all, Thanks for visiting my blog. I started this blog to share my learning with Ax members . Since I am from technical background, most of my posts would be from X++. Thanks to my mentor and my colleague Romain who guided and helped me in learning many new concepts in Ax. This instilled confidence in me to handle and troubleshoot complex issues. Feedback wrt to my blog entries are most welcome …
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One Response to Limited fields export using Export to Excel – D365 Operations

  1. Pingback: Unhide the personalised field(s) – D365 operations | Anitha Eswaran – Dynamics Ax

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