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Excel AddIn (Open lines in Excel)

  • 1.  Excel AddIn (Open lines in Excel)

    Posted Feb 12, 2020 02:31 PM
    Hi UG365,

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


    Richard Malouin CPA, CGA
    Senior analyst
    PSP Investments

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

    Posted Feb 13, 2020 05:40 PM
    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.

    kind regards,

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

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

    Posted Feb 14, 2020 09:40 AM

    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.

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

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