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Excel AddIn (Open lines in Excel)

  • 1.  Excel AddIn (Open lines in Excel)

    SILVER CONTRIBUTOR
    Posted 12 days ago
    Hi UG365,

    Does someone knows which Duties and/or privileges give access to "Open lines in Excel" in D365? (see image)


    Thanks


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    Richard Malouin CPA, CGA
    Senior analyst
    PSP Investments
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    Conference-AXUG_200x200


  • 2.  RE: Excel AddIn (Open lines in Excel)

    MICROSOFT MVP
    Posted 11 days ago
    Hi Richard,

    This is a drop-down button without security by default. If you need to secure it, you can remove access to the data entity used within the template. You can also manage the Templates in the Organization administration menu. Potentially, you can also create a security policy (XDS) to define which templates are visible for users.

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    kind regards,

    André Arnaud de Calavon
    Product manager, Microsoft MVP - Microsoft Dynamics Business Solutions
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    Conference-AXUG_200x200


  • 3.  RE: Excel AddIn (Open lines in Excel)

    MICROSOFT MVP
    Posted 10 days ago
    Richard,

    I actually wrote about how to secure this functionality here: https://alexdmeyer.com/2019/12/02/securing-the-open-in-microsoft-office-button-in-d365fo/

    Feel free to reach out with any questions.

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    Alex Meyer
    Director of Dynamics AX/365 for Finance & Operations Development
    Fastpath
    Des Moines, IA
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    Conference-AXUG_200x200


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