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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Anton Venter 20,346 Super User 2025 Season 2 on at

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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.

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Dynamics365Admin 212 on at

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Hi Andre,

After adding the data entity's view and maintain privilege to the PMO role, I published the role.

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Naveena Reddy 235 on at

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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.

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André Arnaud de Cal... 301,168 Super User 2025 Season 2 on at

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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?

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