Open in excel feature is not visible to a user

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Posted on by Dynamics365Admin

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Hi ,

Open in excel feature is not visible for a user in D365 F&O having PMO role. Users having System Admin role can view Open in Excel feature in the form.

After some research, I found out that the user must have security access to the underlying entity for that option to appear in the Open in Excel menu menu. I have added the data entity's view and maintain privilege to the PMO role, still the Open in Excel is not appearing.

Please provide suggestions.

Thanks!

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André Arnaud de Cal... 294,145 Super User 2025 Season 1 on at

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Open in excel feature is not visible to a user

Hi Dynamics365Admin,

Can you share which exact entity is not visible and what privileges you added to the role? In case the privileges are custom, please also share the content details. I do assume the user still has the System user role ass\igned?
Naveena Reddy 217 on at

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Open in excel feature is not visible to a user

Hi, try adding below privileges in security configuration form. (System administration > Security > Security configuration)

1. SystemExportToExcelLimited.

2. Open in Microsoft Office

Also make sure you have 'System user' role.

Regards,

Naveena G.
Dynamics365Admin 212 on at

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Open in excel feature is not visible to a user

Hi Andre,

After adding the data entity's view and maintain privilege to the PMO role, I published the role.
Anton Venter 19,595 Super User 2025 Season 1 on at

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Open in excel feature is not visible to a user

Hello,

Did you remember to publish the changes to the security role after changing the role?

I moved your post to the Finance forum by the way.