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目的: 加financial dimension 入去excel template

1. 第一, 要先將自家的financial dimension 加入ODATA (之前有篇教學)

 Visual Studio → Dynamics365 → Addins → Add financial dimensions to Odata option to seperate the financial dimensions to Odata option to seperate the financial dimensions into different columns

2. 在standard Excel Template 下做更新:

The standard Excel templates can be accessed from Organization Administration → Setup → Office → Integration → Document Templates. 

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Update > Done > Refresh 

3. 完成後, 係document template 內upload 新的template

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4. 完成

 

Ref: 

(1) https://www.alithya.com/en/insights/blog-posts/dynamics-365-for-finance-and-operations-customize-the-standard-excel-template

(2) https://global.hitachi-solutions.com/blog/customizing-open-excel-templates-dynamics-365

 

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