The following links provide some guidance on related features and some background to data entities and OData:
- Add templates to Open lines in Excel menu (https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/user-interface/add-templates-open-lines-excel-menu)
- Publish journal lines and documents from Excel (https://docs.microsoft.com/en-us/dynamics365/unified-operations/financials/general-ledger/open-lines-excel-journals-documents)
- Create Open in Excel experiences (https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/office-integration/office-integration-edit-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 used at this URL.
- Troubleshoot Office integration (https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/office-integration/office-integration-troubleshooting)
- Security and data entities (https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/data-entities/security-data-entities)