Create New Excel Export Template

Instructions

1. Switch to the USMF legal entity.

2. Go to Fleet Management > Setup > Fleet Setup

3. In the Data setup tab, click Create.

4. In the Sample data created dialog box, click Close.

5. Close the page.

6. Navigate to Common > Common > Office integration > Excel workbook designer.

7. Select the FleetCustomer entity. You may use the filter to save time.

8. Add all fields in the list of available fields to the list of selected fields.

9. Select Create workbook. You may safely ignore a SharePoint informational message.

10. Download and Open the workbook that is generated.

11. If the office activation appears click close.

12. If necessary, select Enable editing to enable the Excel Data Connector App to load. Customer data is read from the OData service on the server and added to the table.

13. Click Trust this add-in.

14. This workbook contains the Excel Data Connector App, a binding to the Fleet Management Customer entity, and a pointer to the server that the workbook was generated from.

15. Click sign in and use the alias you are using to connect to Dynamics 365 Finance.

16. Click Yes to stay connected.

17. Insert a blank row above the table and enter Fleet Customers as the title.

18. Rename the worksheet FleetCustomers.

19. Rearrange some of the fields in the table.

20. Select Design to open the design experience.

21. Next to the FleetCustomer data source, there are buttons for editing and deleting the data source. Select Edit to see the field list.

22. Select fields and move them as you require.

23. Set the order for the first three fields to FirstName, LastName, and DriverLicense.

24. Select Update. Note that the field order is changed.

25. Select Done.

26. Select the Settings.

27. Select Clear binding data so that the workbook contains no bound data.

28. Select OK.

29. Save the workbook as FleetCustomersBasic.xlsx.

30. In an internet browser, navigate to Common > Common > Office integration > Document templates.

31. Select New.

32. Browse to the file that you just saved.

33. Select OK. The template is added as a line in the templates table.

34. In the FleetCustomersBasic row, clear the apply current record filter check box, so that an unfiltered list of customers will be loaded after the template is opened.

35. Change the Template display name value to Fleet Customers Basic.

36. Navigate to Fleet Management > Customers > Customer.

37. Select Open in Microsoft Office. Note that Fleet Customers Basic is now an option in the Open in Excel section. Select that option.

38. Open the workbook that is generated.

39. Select Enable editing to enable the Excel Data Connector App to load. Customer data is read from the OData service on the server and added to the table binding that you created.