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Edit in Excel - side panel (data connector) missing

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Posted on by KHayston

we have a few people who have problems editing in Excel.

They can export the data from the quote

After download, the have the obligatory /Enable Editing/

But after clicking /Enable Editing/:

that data does not populate

the side panel (Data Connector) is missing.

As far as I can see, the Microsoft Dynamics Office Add-in is installed

The person is logged into their account

Permission have not changed.

We would be grateful for any suggestion.

Thank you.

Katarina

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Dynamics 365 Business Central

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Martin Dráb 237,795 Most Valuable Professional on at

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Which D365 app is it about? You're asking in the general forum, but the question seems to be about a product and not about D365 in general. Is it F&O?

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KHayston 76 on at

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Hi Richard,

sorry - Business Central.

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Martin Dráb 237,795 Most Valuable Professional on at

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Moved from Dynamics 365 general forum to Business Central forum.

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Gerardo Rentería Ga... 25,154 Most Valuable Professional on at

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Hi

I hope this can help you and give you some ideas.

Dynamics 365 Business Central: How to allow Edit in Excel but not Open in Excel (Prohibit the use of Open in Excel) | Dynamics 365 Lab (yzhums.com)

Dynamics 365 Business Central: How to allow Open in Excel but not Edit in Excel (Prohibit the use of Edit in Excel) | Dynamics 365 Lab (yzhums.com)

Viewing and Editing in Excel From Business Central (contains video) - Business Central | Microsoft Learn

BR

GR

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Community member 2 on at

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Hello Katarina,

Would you mind checking two things -

1. Does user have rights to export the data in the excel? If No, I would request you to please assign the same -

2. Has the user signed in on the connector? (please refer below screenshot - This is before signing in - I.e., Data is coming blank)

3. If the user has not signed in, please click on sign in icon shown in above screenshot. Sign in via Business Central's Login. Or your login. Once the login is identified by Excel, System will start a process of fetching the data.

In case if you have query with respect to Add-ins :

You can Click on File Button (Available on Top Left)

Next - Click on Option (Available on Bottom Left)

Next - Click on Add-Ins (Available on Middle Left)

Next - Drop down option is visible with the name " Manage", User selects drop down option, Click on "Disabled Items" to verify if there's any disabled add-ins wrt to Microsoft Dynamics.

i hope these solution helps you out, If not, Please share a screenshot from your end and I'll try to assist you as much as i can.

Regards

Karan

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KHayston 76 on at

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Hi Karan

thank you for the extensive reply.

Yes, the users have permission to edit in Excel

I cannot answer this - as the side panel doesn't even show up so the user doesn't have the option to sign-in. But the add-on is installed.

And we just went to get the screen shot and it is working. I suspect someone "fiddled" with the permissions and told no one.

So thank you to everyone who helped.

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YUN ZHU 95,329 Super User 2025 Season 2 on at

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Hi, have you tried letting users use Edit in Excel in the browser/web (Excel Online)?

More details:

Dynamics 365 Business Central: How to use Edit in Excel in the browser/web (Excel Online)

https://yzhums.com/39161/

If there is no problem, I suspect it is a local Excel problem. You can try updating or reinstalling and try again.

Thanks.

ZHU

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