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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Open in Excel keeps di...
Finance | Project Operations, Human Resources, ...
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Open in Excel keeps disappearing frequently

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Posted on by MYGz 2,162

Hi,

Open in Excel keeps disappearing frequently. Then I follow multiple steps and one of them seems to fix it but I don't know which one:

1. Reload system Templates in Org Administration > Setup > Office Integration > Document Templates

2. Reinitialize App parameters. Sys Administration > Setup > Office App parameters.

As you can see below the open in excel is not there although I haven't done any change to the system regarding it:

pastedimage1644912201271v1.png

What is the reason it keeps disappearing? Is it the auto enforced update of UAT and Prod environments by Microsoft when the version is below 2 version?

And what is the fix?

Update1: Although I found out now that it's visible in the other drop down but not in the above.

pastedimage1644912338594v1.png

Update2: I tried opening the General Journal line entry and this is the error I'm getting:

Please connect to the internet to use Open in Excel.

pastedimage1644912583874v1.png

Update3: Getting this error when try to reinitialize:

pastedimage1644913032131v1.png

Best Regards, 

I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,904 Super User 2025 Season 2 on at

    Hi MYGz,

    Is this a cloud instance or are you running on-premise? Did it work before without issues?

  • MYGz Profile Picture
    MYGz 2,162 on at

    This is cloud instance. I checked after sometime and one of the steps that I performed above in the question seemed to resolve the issue. Now I can see the options. But which step it was I am not sure.

  • MYGz Profile Picture
    MYGz 2,162 on at

    I suspect it is related to Environment Refresh actions. And that Sys Administration > Setup > Office App parameters > Reinitialize seems to fix the issue. But would be helpful if there's any official documentation for this.

    I will confirm once I notice it again just before&after the Env Refresh action.

  • JackTurner90 Profile Picture
    JackTurner90 15 on at

    Hi, did you find a resolution for this, i am experiencing the same issue for multiple users.

    Any advice or answers would be great

  • MYGz Profile Picture
    MYGz 2,162 on at

    JackTurner90 I haven't faced this issue for long now. I just used to do couple of steps that I have mentioned in the Question and some of it did the job sometimes and not other times. It would be trial and error. Or else you can raise a ticket to microsoft on LCS.

  • James Majcen Profile Picture
    James Majcen 2 on at
    Having the same issue. Totally sporadic. 
  • tnaess Profile Picture
    tnaess 25 on at
    Also having the same issue for different users at different times. No updates performed in our PROD where this occurs. It magically fixes itself during night hours, so the next day everything is working again. For one user we logged of D365F, opened an InPrivate browser session and logged in, then the "Open in Excel" function was available. The user then logged of and opened a "normal" browser session, then everything worked as it should. Curios on the reasaon for this behavior.
  • WUY Profile Picture
    WUY 28 on at
    system administration > setup > client performance options
    make sure that the checkbox "internet connectivity enabled" is activated

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