The following links provide some guidance on related features and background to data entities and OData:
- Add templates to Open lines in Excel menu (https://ax.help.dynamics.com/en/wiki/add-templates-to-open-lines-in-excel-menu/)
- Open lines in Excel from journals and documents (https://ax.help.dynamics.com/en/wiki/open-lines-in-excel-from-journals-and-documents/)
- Create Open in Excel experiences (https://ax.help.dynamics.com/en/wiki/off101-office-integration-enable-users-to-edit-data-in-excel/)
The preceding link shows how to create a lookup using a pattern that differs from how it is used within standard software and in this recipe. I chose to use the pattern from the standard software instead of the version in this guide.
- Office integration troubleshooting (https://ax.help.dynamics.com/en/wiki/office-integration-troubleshooting/)
- Security and data entities (https://ax.help.dynamics.com/en/wiki/security-and-data-entities/)