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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / MS Dynamics Office Add...
Finance | Project Operations, Human Resources, ...
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MS Dynamics Office Add-in: Error refreshing data Details: Incompatible type kinds were found.

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Posted on by SaravanaPrakash
Hello, In one of my custom forms, I use "Open in Excel" to edit and publish the content of a form.  I'm receiving the below error when I opened in Excel plugin. 
I even tried to open in the browser. But stil the same error.
It was working fine when I created the entity some time ago. But all of sudden I'm getting this issue. I did not make any changes the tables associated with the entity. 
DMF import/export seems to work fine. I only face issue for this entity; all other custom and native entities are just fine when opened in excel. Can someone help me figure out what's going on?
Screenshot 2025-06-09 153329.png
Screenshot 2025-06-09 153713.png
Categories:
Dynamics 365 Finance
I have the same question (0)
  • Waed Ayyad Profile Picture
    Waed Ayyad 9,039 Super User 2025 Season 2 on at
    Hi,
     
    What is S365Category field? Is it Enum field? 
     
     
     
     
     
     
  • SaravanaPrakash Profile Picture
    SaravanaPrakash on at
    Hi @Waed Ayyad

    It is the public entity name 
     
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 9,039 Super User 2025 Season 2 on at
     
    Did you add any fields recently to the entity? Try to refresh entity list then try again to open Excel Add-ins.
     
     
     

    Thanks,

    Waed Ayyad

    If this helped, please mark it as "Verified" for others facing the same issue

  • SaravanaPrakash Profile Picture
    SaravanaPrakash on at
     
    No, I didn't change anything at all in the entity. This is working fine in prod. I'm getting error in the UAT sandbox and dev sandbox (UDE).

    There are couple of entities I deployed recently to UAT, the datasources, public collection names are all different, not at all related to this data entity.
     
    I tried clearing the AOD cache also as mentioned here -> Clear the AOD cache, including the SysExtension cache, from the UI

    Thanks,
    Saravana
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 9,039 Super User 2025 Season 2 on at
     
    Check the following link: https://d365ffo.com/2021/07/03/ax-d365fo-refresh-data-entity-list/ on how to refresh the entity list.
     
     

    Thanks,

    Waed Ayyad

    If this helped, please mark it as "Verified" for others facing the same issue

  • SaravanaPrakash Profile Picture
    SaravanaPrakash on at
     
    Sorry I should have mentioned that earlier. I have refreshed using the same procedure. The batch job is also completed successfully.
     
    As I mentioned, I did deploy few other entities recently to UAT. Do you think that might have cause any issue? However, DMF import/export is working for this entity properly. 
     
    Thanks,
    Saravana
     
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 9,039 Super User 2025 Season 2 on at
    Hi,
     
    No, I don't think the deployment of the new entities caused the issue. Did you change anything on the form?
    Did you try to reset usage data?
     
     
    Thanks,
    Waed Ayyad
  • SaravanaPrakash Profile Picture
    SaravanaPrakash on at
    @Waed Ayyad, Yes I did try clearing usage data too. No luck :-(
     
    I tried to change the public collection name and to something else, it worked. But then I reverted back to the original one as in prod, same issue.
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 9,039 Super User 2025 Season 2 on at
    Hi,
     
    Did you copy the new entities from this entity? I mean maybe you by mistake forgot to change the public collection names from the newly created entities

     

     

    Thanks,

    Waed Ayyad

    If this helped, please mark it as "Verified" for others facing the same issue.

  • SaravanaPrakash Profile Picture
    SaravanaPrakash on at
    No, I did create the new entities using the Add-in available in Visual Studio. I verified all the custom entities in the model; the public collection name is unique.
     
    However, it is possible I may have created the new tables by duplicating an old table. Do you think that may cause any issue?
     
    Also, May be farfetched possibility...another observation in the problem causing entity, there is a field which has an Enum associated with it. I have changed the label description for the Enum. The label id is same; I only changed the description. Although it is not a change that impacts the table/entity directly. This is the closest change that has been done recently for the table.

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