When ‘Export to Excel’ Doesn’t Work

The “Export to Excel” feature that’s been in many Microsoft Dynamics 365 versions is a useful tool that allows users to export the contents of a form grid to an Excel workbook. This feature allows users to get specific AX data into a spreadsheet format where Excel functions can be used. Some users also may be more comfortable and familiar with using Excel for data analysis.

When Dynamics 365 for Operations is installed, there may be some unseen difficulty when first trying to use Export to Excel. For some users, the dropdown from the Office icon in the D365 toolbar may only show “No options” when clicked:

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