Forum Discussion

LindaLincCymru's avatar
LindaLincCymru
New Member
2 years ago

AddIn Link to Excel Workbook from D365 F&O

Hello, I hope someone can help.

 

The link in the Excel Workbook keeps breaking (asking to be re-entered)? It seems to me that when it is opened directly to desktop app, it is fine (so i revert to the last version) but when it is opened in excel online the Addin for D365 needs to be re-entered and then the functionality for the refresh/publish etc goes:

Sometimes this message comes up: 

 

or this: 

 

 

 

 

D365 FO
D365 HR
Excel Workbook Addin
PowerQuery

2 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    Hi LindaLincCymru ,

    When did this problem arise? Do I still have this problem when I recreate a report? What do you mean by "and then the refresh/publish functions disappear"? Is it possible to provide a little more detail?

     

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    Community Support Team _ Rongtie

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    • LindaLincCymru's avatar
      LindaLincCymru
      New Member
      2 years ago

      Thank you for getting back to me. I will be more descriptive: 

       

      We recently migrated to the new F&O system from D365HR and with that, i needed to change the source. When i enter the new URL, it goes through the usual refresh etc and then (previously, it allow a click on new, refresh, publish, filter, design and I would be able to use the report as intended)

       

      The workbook was originally created from Excel Workbook Designer and all subsequent workbooks function as expected. Also, other workbooks which i have created and changed source are fine. 

       

      This one has a PowerQuery to visualise the data better.

       

      When the workbook is opened in Excel Online, i click AddIn, D365 and the add server information instruction comes up (before, i did it once and no need to repeat) 

       

      Then when i enter URL and command yes to refresh, this happens:

       

      Unable to click new, refresh, publish, filter  and on Design - all the tables I had pulled through are gone! 

       

      When i open in Desktop App I have found everything to be ok. This is a solution for me... 

      However, corporate policies may want the document to be stored on SharePoint - meaning Excel Onine - meaning back to the beginning! 

       

      I hope this explains more clearly?