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Missing Edit in Excel dynamic 365

Posted on by 5

Greeting,

in the program, we are missing an excel editing.

Does anyone have a solution?

pastedimage1677764657799v1.png

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 72,941 Super User 2024 Season 2 on at
    RE: Missing Edit in Excel dynamic 365

    Hi, If you are using the On-Pre version, additional settings are required.

    More details:

    Setting up the Business Central Add-in for Excel in Business Central On-premises

    https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/administration/configuring-excel-addin

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    JodeRuiter Profile Picture
    JodeRuiter 976 User Group Leader on at
    RE: Missing Edit in Excel dynamic 365

    Dear BDO:

    You do not need to customize a page, by the way it is terrible practice to customize when simply using Security Function fixes this.

    Review and assign the Edit in Excel functionality to the users and they will be able to Edit in Excel and Publish.

    pastedimage1677775720849v1.png

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,091 Super User 2024 Season 1 on at
    RE: Missing Edit in Excel dynamic 365

    Hi,

    First check if this standard page or custom page, and is editable.

    Otherwise you need to customize this page to make it editable in Excel by using codeunit "Edit in Excel.

    Thanks.

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