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Finance | Project Operations, Human Resources, ...
Suggested Answer

Candidates entity. Excel add in

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Posted on by 2
A user cannot use the add in excel plugin in the candidates entity. I thought at first that it could be a role or privilege issue, but in the rest of the entities it uses the plugin correctly, it is only in the candidates entity. Someone help me?
pastedimage1657540334261v1.png

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  • Parag Chapre Profile Picture
    12,254 Most Valuable Professional on at
    RE: Candidates entity. Excel add in

    Hi Isabel,

    Are you using below path to export candidates in the excel?

    pastedimage1657614789978v1.png

    With above path, I can export candidates data.

    I also tried with excel workbook designer but no issue.

    What role assigned to your account ?

  • IsabelBec Profile Picture
    2 on at
    RE: Candidates entity. Excel add in


    yes, that is the path used. The user has the role of recruiter and HR assistant. In all the entities the user accesses the excel complement except in the candidates entity, it only allows him to open in excel.

  • Suggested answer
    Parag Chapre Profile Picture
    12,254 Most Valuable Professional on at
    RE: Candidates entity. Excel add in

    I think you also need an access as HR Manager for candidates.

    If you go to candidates form  > Options >

    pastedimage1657617560794v2.png

    Click on Security diagnostics then you can see what roles you need.

    pastedimage1657617506900v1.png

  • Suggested answer
    Charlotte X Profile Picture
    on at
    RE: Candidates entity. Excel add in

    Hi IsabelBec,

    Here are Candidate to hire and related entities, please see if there is any information you need here:

    Candidate to hire - Human Resources | Dynamics 365 | Microsoft Docs

    Or please wait for someone more experienced to answer.

    Best Regards,

    Charlotte Xu

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