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The Dynamics 365 Excel Add-in should support a filter using a list of values. This is a capability that the Excel Add-in for AX had, via a comma separated list of values you could paste into the filter on a given field.
The Dynamics 365 Add-in does not seem to support any "OR" filtering and replies on the Odata operators, which don't include something like "is one of" or "in".
https://docs.microsoft.com/en-us/powerapps/developer/data-platform/webapi/query-data-web-api#standard-filter-operators
This is a hinderance that will cause us to turn to using DMF for many data update activities, which not all of our D365 F&O users will have access to the way they would the Excel Add-in.
Another option would be to do the filtering in the application grid using "Is one of" copy/paste from an Excel list of values (which is a wonderful feature of the enhanced grid control!), then if we could have the 'Open in Excel' integration inherit the filtering that was already provided on the grid... That would be the ideal flow. It seems that when I setup a document template to "Apply current record filter" it uses exactly the one record my cursor is on, and if you select more than one record that option is greyed out on the "Open in Excel" menu. I want it to retain the filtering that was applied to the grid.
I've made two proposals to improve being able to filter what is seen in the Excel Add-in. Either would be a helpful improvement.
The Dynamics 365 Add-in does not seem to support any "OR" filtering and replies on the Odata operators, which don't include something like "is one of" or "in".
https://docs.microsoft.com/en-us/powerapps/developer/data-platform/webapi/query-data-web-api#standard-filter-operators
This is a hinderance that will cause us to turn to using DMF for many data update activities, which not all of our D365 F&O users will have access to the way they would the Excel Add-in.
Another option would be to do the filtering in the application grid using "Is one of" copy/paste from an Excel list of values (which is a wonderful feature of the enhanced grid control!), then if we could have the 'Open in Excel' integration inherit the filtering that was already provided on the grid... That would be the ideal flow. It seems that when I setup a document template to "Apply current record filter" it uses exactly the one record my cursor is on, and if you select more than one record that option is greyed out on the "Open in Excel" menu. I want it to retain the filtering that was applied to the grid.
I've made two proposals to improve being able to filter what is seen in the Excel Add-in. Either would be a helpful improvement.
STATUS DETAILS
New
Comments
It would be great to have the same filtering possibilities like in D365 F&O also in the Excel Data Connector.
e.g. Purchase Order: possible filtering options in D365 F&O:
"Is exactly"; "Is not"; "contains"; "does not contain"; "begins with"; "is one of"; "after"; "before"; "matches".
Excel Data Connector filters available: "Equal"; "Not equal"; "does not contain"; "starts with"; "ends with", "empty"; "not empty"
The filtering possibilities are not aligned, which creates frustration and unnecessary workarounds
Category: Office Integration