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Candidates entity. Excel add in

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Posted on by IsabelBec

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?

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Charlotte X on at

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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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Parag Chapre 12,248 Most Valuable Professional on at

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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 >

Click on Security diagnostics then you can see what roles you need.
IsabelBec 2 on at

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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.
Parag Chapre 12,248 Most Valuable Professional on at

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RE: Candidates entity. Excel add in

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 ?