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Using Edit in Excel functionality as a guest user

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Posted on by AntonioKD

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Hello Experts,

In my installation users are created as a guests (because they have gmail instead of outlook).
Is there any possibility for them to use Edit in Excel functionality being guests instead of full users in tenant?

Thank you in advance!

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Business Central

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AntonioKD 315 on at

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Using Edit in Excel functionality as a guest user

Hello everyone who answered!

I am talking about SaaS version and guest users with gmail - not external accoutntant. They will have Essential licesne. I still don't know if they will be able to use edit in excel function? :(
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Jun Wang 7,443 Super User 2024 Season 2 on at

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Using Edit in Excel functionality as a guest user

first you need to find out the license type of the guest user. If it is team license, then it might not be allowed to edit in excel.

second, check if excel BC addin has been properly installed/deployed.

Jun Wang
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Tech_BC_Gokul 295 on at

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Using Edit in Excel functionality as a guest user

Hi,

Please take a look at the comments from Microsoft Learn. Edit in Excel requires access to your Business Central license if the external user has a license to Business Central and then they can use edit in Excel by login into Excel

Thanks
Gokul
gdrenteria 12,167 Most Valuable Professional on at

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Using Edit in Excel functionality as a guest user

Hi

Please, can you clarify what you mean guest user, are you in an onprem or saas version?
If you are on onprem, please check this out.

Setting up the Excel Add-In for Editing Data - Business Central | Microsoft Learn
If you are in saas, this

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

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