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?
Hi Isabel,
Are you using below path to export candidates in the excel?
With above path, I can export candidates data.
I also tried with excel workbook designer but no issue.
What role assigned to your account ?
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.
I think you also need an access as HR Manager for candidates.
If you go to candidates form > Options >
Click on Security diagnostics then you can see what roles you need.
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
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Pallavi Phade as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
André Arnaud de Cal... 696 Super User 2025 Season 2
CA Neeraj Kumar 569
Martin Dráb 551 Most Valuable Professional
