Why Users Unable to See the Excel Worksheet Option in Business Central

 Exporting data to Excel is a valuable feature for users needing further data analysis, reporting, or sharing. However, there may be situations where the "Edit in Excel" or "Open in Excel" options are missing or unavailable for certain users.

This issue typically relates to user permissions—and specifically, the D365 Excel Export Action permission set.

🔒 Controlling Excel Export Access

To align with organizational data governance policies, administrators can control who is allowed to export data from Business Central to Excel.

If a user cannot see the Excel worksheet options, it is most likely because they do not have the appropriate permission set assigned.

✅ Required Permission Set

• Permission Set Name: D365 Excel Export Action

This permission set enables users to export data to Excel, including the Edit in Excel and Open in Excel functionalities across pages in Business Central.

To enable Excel export:

Go to Users, open the user card, and assign the permission set.

Thanks for Reading...!!

Regards,

Khushbu Rajvi