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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Edit In Excel
Small and medium business | Business Central, N...
Suggested Answer

Edit In Excel

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Posted on by AS-19081854-0 12

Good afternoon,

My edit in excel feature was working just fine, now the “options” screen in excel is blank/black.

I don't know where or how to find my Server information.

Screenshot below. 

 

Categories:
Dynamics 365 Business Central
  • Natasha Sabelli Profile Picture
    Natasha Sabelli 14 on at

    Hi there,

    This sounds like the Dynamics Office Add-in pane failed to load properly rather than an actual missing server setting, a few things worth trying in order:

    1. Refresh/reload the add-in: Close the workbook, and in Excel go to Insert > Add-ins > My Add-ins, remove the Microsoft Dynamics add-in, then re-add it. This often clears a corrupted/blank pane state.

    2. Sign-in issue: Sometimes the pane looks blank/black because it's stuck waiting on an authentication popup that opened in the background (or got blocked). Check for a hidden sign-in window, or try signing out of your Microsoft 365 account in Excel entirely (File > Account > Sign out) and back in.

    3. If you do need to re-enter Server URL manually: click the small icon/gear at the top of the add-in pane to open its options dialog. For Business Central online, the Server URL is: https://exceladdinprovider.smb.dynamics.com. You shouldn't need your own tenant URL unless you're on-premises.

    4. Privacy/connected experiences setting: If you get a blank pane along with an "add-in error" about a required service being off, go to File > Options > Trust Center > Trust Center Settings > Privacy Settings, and enable "Turn on optional connected experiences." Restart Excel after.

    5. Try a clean profile test: If none of that works, try Edit in Excel from a different machine/profile to see if it's local to your Excel install vs. something on the BC side.

    Let me know which step gets you unstuck!

  • Suggested answer
    Teagen Boll Profile Picture
    Teagen Boll 3,868 Super User 2026 Season 2 on at

    You may want to fully uninstall the add-in from your excel and then reinstall it. If its your first time using it you may need a global admin who can login and authenticate.

     

    Best,

    Teagen Boll, CPA
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 103,085 Super User 2026 Season 2 on at

    Try the web version to see if the issue persists. If not, the problem lies with your local Excel installation.

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

    https://yzhums.com/39161/

     

    Thanks

    ZHU

  • Suggested answer
    OussamaSabbouh Profile Picture
    OussamaSabbouh 19,350 Super User 2026 Season 2 on at

    Hello,

    If you are using Business Central Online, you do not need to find your individual BC server address. Microsoft specifies the Excel add-in Server URL as https://exceladdinprovider.smb.dynamics.com. In the Microsoft Dynamics Office Add-In pane, try Options → Add server information, enter this URL, reload the add-in, and sign in again. Since your Options pane is currently blank/black, I would also test Edit in Excel from another BC page or open the workbook in Excel for the web; if the problem remains, remove/reinstall the Microsoft Dynamics Office Add-In from Excel (Home → Add-ins → More Add-ins) and retry. This looks more like an Excel add-in/loading issue than a Business Central data issue.

    Regards,
    Oussama Sabbouh

  • Suggested answer
    Ahmad Subhani Profile Picture
    Ahmad Subhani 790 on at

    Hi,

    Try to close the Side pane and Reopen it. 

  • AS-19081854-0 Profile Picture
    AS-19081854-0 12 on at

    I feel like i have tried almost everything, nothing works.

    When i go to edit in excel, the pane comes up blank, i have to click “add ins” to start the add in, the add in does not automatically open, the i have to add server information.  

     

    Once i add the server information, then i have to sign in.

    So i sign in, then the only options in the pane is “design”

    i am a lost… i have spent about 8 hours on google, Microsoft, this community, dynamics.  

    I appreciate everyone's suggestions. 

     

  • Suggested answer
    Grigorios Mavrogeorgis Profile Picture
    Grigorios Mavrogeorgis 3,361 Super User 2026 Season 2 on at

    Hi, ion cloud the Server URL  is https://exceladdinprovider.smb.dynamics.com.  On-prem it's just your web client address with the instance on the end, like https://yourserver/BC240. You get to that field from the cogwheel at the top of the Dynamics pane, or Add server information if the pane offers it.

    The blank pane is probably a separate thing though. Usually it's the Office add-in cache going bad after an Office update. Close Excel, empty what's inside %LOCALAPPDATA%\Microsoft\Office\16.0\Wef, open it again and do Edit in Excel fresh from BC. Worked for us couple of times, not always.

    Glad to help - follow up if anything is unclear.   

    ►  If this solved it, marking it verified helps others too.       

    Regards,
    Grigorios Mavrogeorgis
    Business Central Consultant & AL Developer

    Work: Gmsoft Limited
    Blog:  insidebusinesscentral
    LinkedIn: linkedin.com/in/gregorymavrogeorgis

  • Suggested answer
    Mayank Jangid Profile Picture
    Mayank Jangid 77 on at

    Hi @AS-19081854-0 ,
    Sign out once from Excel and login again. And try to get this add in again.

    Still not resolved. Please ping me directly. We can check together.

    Thanks,
    Mayank Jangid

  • AS-19081854-0 Profile Picture
    AS-19081854-0 12 on at

     

     

    @Mayank Jangid How do i get to you directly?   

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