A company uses Dynamics 365 finance and operations apps. The company must implement the Excel Add-in to allow for data modification outside of…

The AutoReport field group on a data entity is specifically designed to define the default set of fields that are displayed when the entity is used in reporting and data manipulation tools. The Dynamics 365 Excel Add-in is one such tool. To add or modify the columns that appear by default when a user opens an entity with the Excel Add-in, a developer must add the corresponding fields to the AutoReport field group of that data entity.

A. AutoBrowse: This field group is used to specify the default fields displayed in a grid on a form, not for the Excel Add-in.

B. AutoSummary: This group defines the fields shown in the header or summary section of a form, which is unrelated to the Excel Add-in's column layout.

C. AutoLookup: This field group controls the columns that appear in a lookup form when a user selects a value from a related table.

1. Microsoft Learn. (2023). Build and consume data entities. Dynamics 365 Finance and Operations Apps. Retrieved from https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/data-entities.

Reference Section: "Field groups in data entities".

Quote: "The fields in the AutoReport field group are used to populate the default field list when a data entity is used as a data source in reporting and analysis tools, such as the Excel add-in or Power BI."

2. Microsoft Learn. (2023). Table field group properties. Dynamics 365 Finance and Operations Apps. Retrieved from https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/user-interface/table-field-group-properties.

Reference Section: "Automatic field groups".

Details: This document explains the purpose of AutoLookup, AutoBrowse, and AutoReport, confirming that AutoReport is for "reports and the Excel Add-in," while the others are for form controls like lookups and grids.