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The question of your title mentions "Sales orders" and the screenshots "Transfer orders". Anyway, the data entities are part of privileges. They need to be assigned to the correct roles.
If this is including a customization, first check if there are privileges created for the date entities.
Then check if the privileges containing the data entities is attached to a role via a duty or directly as privilege.
To know which data entities are linked to what privilege, you need to have access to Visual Studio to find the information.
There is a privilege called Open in Microsoft Office. I would look at that and see what roles and duties are related to it. I think that would be the place to start looking. If a user has that privilege along with the proper security to edit the sales orders or sales transfers, they should be able to open in Excel and edit as needed.
As Andre said, if you want to know which data entities are linked to a privilege, you would have to look in the AOT in Visual Studio.
Microsoft Support Engineer
Define the access level for the Sales Orders and the related transfer order lines and this will drive the respective access levels for the Export To Excel option, too.
For Export to Excel, there is a privilege called ExportToExcel that provides two entry points ExportToExcelExportForm and ExportToExcelWorkbookDesigner. This is a system defined privilege that is assigned by default to the SysAdmin role and to the SystemUser Role. This is a system privilege that is assigned by default to D365FO system user.
On selecting the privilege and checking the View Related Roles option, the following screen shows up:- SystemUser- TestEssentialsRole- EventTestRole
Ensure that you define the access levels on the Entry points for the Export to Excel option.
Hope this helps.
Thanks,Navneeth Nagrajan | Dynamics 365 Technical Consultant
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