Wednesday, August 9, 2017

Excel Applet not loading when working with D365 Office Add-in

This post is somewhat related to the post by Ievgen (AX MVP) on the Office Word integration not working with Dynamics 365 for Finance and Operations (Enterprise Edition).

If you try to connect Excel to an existing environment using the Microsoft Dynamics Office Add-in and all you see is the text "Load applets" after signing in, then it might very well be because the applets needs to be initiated from within the environment.

If you click the little flag at the bottom right, you will be able to open the messages and see the error "No applet registrations found".

Solution is simple. Open the D365 environment in your favorite browser (assuming your favorite browser is on the compatible list - hehe) and either search for the form (ie type in "Office") or navigate directly through System Administration, Setup and Office app parameters

If you see an emply grid, then the settings have not been initialized and that is the problem. Most likely you are missing settings for Office apps in general, so go ahead and initialize all parameters for all the grids accordingly.

Head back to Excel and try make it reload the applets (simply try add a trailing slash to the url). Hopefully you should get the expected result.