We can use the Workbook Designer page to design an editable custom export workbook that contains an entity and a set of fields. Before we can publish data edits, all the key fields of the entity must be in the Excel table. Key fields have a key symbol next to them. To successfully create or update a record, it must have all the mandatory fields in the Excel table. Mandatory fields have an asterisk (*) next to them.
In this recipe, we will show you how to design an Excel workbook from Dynamics 365 for Finance and Operations and use it to export data from Dynamics 365 for Finance and Operations and publish the updated data back in Dynamics 365 for Finance and Operations. We could also import the same workbook to use it as a document template.
