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Released product V2 - Excel add-in not working

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Posted on by Clement BENOIT-PEQU...

I am using Dynamics 365 Finance & Operations and I would like to open the data entity "Released product V2" in excel.
When I open it from F&O's released product screen (using the "Open in excel" function), or directly in a new excel using Excel Add-in, there is no data after refreshing.

I'm sure I have data in this data entity but I don't understand why I can't find them in excel

Have you ever had this problem ?

Thanks

Version : 10.0.31 (10.0.1406.172)

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Clement BENOIT-PEQU... 5 on at

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RE: Released product V2 - Excel add-in not working

I am a system administrator and this does not work for me.

U have about 60 000 products

I'll try to refresh entity and see if that changes anything
André Arnaud de Cal... 292,516 Super User 2025 Season 1 on at

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RE: Released product V2 - Excel add-in not working

Hi Clement,

Is this happening with multiple users, with and without the system administrator role? How many products do you have in your environment?
Kirk Anger 50 on at

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RE: Released product V2 - Excel add-in not working

Hello,

In my experience, no data on an excel add-in after refresh is usually permissions-related. Access in the UI does not automatically equal access to the data entity and in several cases we've had to add a specific privilege that grants access to the data entity to get it to work.

Cheers,

Kirk
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Gaurangkumar Jani 4,511 User Group Leader on at

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RE: Released product V2 - Excel add-in not working

HI Clement BENOIT-PEQUIGNET

Ohh, I see. Do you have any customization in this entity?

Please try to refresh entities and run again.

If that not work, I would suggest asking your development team to take a look.

Thanks,
Clement BENOIT-PEQU... 5 on at

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RE: Released product V2 - Excel add-in not working

There is no specific document template for this entity

I think I have a problem with the data entity Released product V2
When I try to export this data entity with BYOD, I also get an error

Is it possible to "repair" a data entity ?
Clement BENOIT-PEQU... 5 on at

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RE: Released product V2 - Excel add-in not working

Thank you for your reply

I don't see any filters in the Excel file (see screenshots)
I will look at the template documents, thanks for the information

I have several D365 F&O environments
- on my production environment I have the problem
- on my test environment, everything is OK
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Gaurangkumar Jani 4,511 User Group Leader on at

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RE: Released product V2 - Excel add-in not working

Hi Clement BENOIT-PEQUIGNET

Please check if there are any filters applied in Excel Add in.

Can you share some screenshot of filters in Excel?

There is possibility that someone has updated the document template in your system, I would suggest to check in lower environment, if it is override, please restore it to original (please be careful as it will override all modified document) or take standard template from standard environment and upload.

This may resolve your issue.

Please let us know if this helps.

Thanks,