Request Explanation

In Dynamics 365 Finance and Operations, when a user applies filters on the Transfer Orders page and then opens the data in Excel, the applied filters are not retained. The user navigates to the Office icon on the action pane, selects Open in Excel, and then chooses Transfer order headers (TRBC). After the Excel file is downloaded and opened, the user enables editing, goes to Home > Add-ins, selects the Microsoft Add-in, and signs in.

At this point, the Excel data refresh or loading process starts. However, the filters that were already applied in Dynamics 365 are not carried over to Excel. Instead, Excel loads all transfer order records, which can take a long time and impact performance. The user must then manually apply the same filters again in Excel, resulting in duplicate effort and reduced efficiency.

Business Impact

This creates unnecessary processing time, especially when there is a large volume of transfer order data. It also increases manual work for users because they must repeat the same filtering steps in Excel that were already completed in Dynamics 365.

Requested Enhancement

When opening Transfer order headers (TRBC) in Excel, the system should retain and apply the filters that were already selected on the Transfer Orders page in Dynamics 365 Finance and Operations. This would allow Excel to load only the filtered data set, improving performance and user experience.