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Dynamics 365 Community / Forums / Business Central forum / 365 Business Central -...
Business Central forum

365 Business Central - Excel Export Failed to Retrieve Server Config

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Posted on by SL_GP_BC_123 987

We are playing with a Trial of Business Central and seem to have a basic issue with excel integration.  Any attempt to export or drop data into excel yields the following error:  "Failed to Retrieve the Server Config".  For this example we are attempting to work with the Chart of Accounts in excel, however we have the same issue with other areas of the system as well. 

Any thoughts as to what may be happening?  Please advise.  Thank you.

Jose

Categories:
Financial Management
I have the same question (0)
  • Suggested answer
    Hakki Isik Profile Picture
    Hakki Isik on at

    You would need to login with your Business Central URL. It is generally is yourdomain.financials.dynamics.com.

  • SL_GP_BC_123 Profile Picture
    SL_GP_BC_123 987 on at

    Not certain if that is the issue.  Seem to be logged in with the domain.  I have excel 2013 on the desktop.  Is that not compatible?

  • Suggested answer
    MCarrero Profile Picture
    MCarrero 774 on at

    I believe it has to be 2016 or higher OR Office 365

  • SL_GP_BC_123 Profile Picture
    SL_GP_BC_123 987 on at

    Thanks Mary,

    We were able to upgrade Office to 2016, but still am receiving the error.  Is there an add-in that has to be downloaded and installed?  Please advise.  Thanks.

  • Julien PKF Cooper Parry Profile Picture
    Julien PKF Cooper P... on at

    Hello,

    We had the same issue to start with.

    When you first edit in excel, the add-on should install automatically.

    Then, you will need to login to the add-on using your O365 credentials.

    If you get the error message you are mentioning, click on the cog in the top right hand corner, and change the server URL to that of your tenant. then press OK. 

    This should reload with your data.

    Julien

  • SU-22040800-0 Profile Picture
    SU-22040800-0 2,459 on at

    Hi

    Did you manage to come right with this?

    My excel gives me that error even before i am able to enter in credentials.

  • Microsoft Dynamics 3 Profile Picture
    Microsoft Dynamics 3 35 on at

    Hi,

    Are you able to solve this issue? We are using Latest Dynamics 365 Business Central and O365 versions.

    But Still we are facing the same issue "Failed to Retrieve the Server Config" when export the data to excel using "Setup reporting Data" method.

    Also I tried to change the server URL, but getting error "Unable to get property 'Headers' of undefined or Null Reference'.

    Could you please help me to resolve this issue.

  • Suggested answer
    Hakki Isik Profile Picture
    Hakki Isik on at

    Make sure you are selecting correct configuration files. 

  • Microsoft Dynamics 3 Profile Picture
    Microsoft Dynamics 3 35 on at

    Hi,

    From where I can select this configuration files.

    Normally I tried to change the URL from settings, but it is throwing error. Also I noticed like if I didn't change anything in the settings and click ok also getting the same error " "Unable to get property 'Headers' of undefined or Null Reference'.

    This issue i'm facing only when using "Setup Reporting Data", otherwise if export data from item ledger entries, it looks perfect.

    since i'm new to this BC, could you please guide me in depth.

    Thank you in Advance

  • Suggested answer
    olegvi Profile Picture
    olegvi 809 on at

    It appeared that I was logged in to Excel 365 with my company ID. When the error popped, I hit the cog and changed the login to be the one used to login to Client's environment: somebody@clientname.com. That worked!

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