Today one of ´my colleagues had an issue on her customer laptop. The issue was that she was not able to use the “Open in Excel” funcitonality in Dynamics 365 for Operations and Supply Chain. Apparently someone had blocked the Office addin that was required to make it work.
There are 2 options to handle this… the easiest (and less secure) option is to allow the user to run and install Office Addins. The setting resides in the Office Admin Center and requires an Admin to change it. If some one has disabled it, go the Office Admin Portal – Setting – Org Setting – User owned apps and services and enable “Let users access the Office Store”
The second option is to provision the specific apps to the users that need them. This is also done by an admin in the Office Admin Portal.
In the Office Admin Portal, go to Settings, Integrated Apps and click Add-ins
Click Deploy Add-in
Click Choose from the Store
Seach for Dynamics and click Add next to the Microsoft Dynamics Office Add-in
Now you will get the option to set which users will get the add.in deployed. You have the options of Everyone, an Azure AD Group (preferred) and just you. The last option is used for testing and you will later in the wizard get the option to change.
Note: If you are logged in ad Global Admin, that is the user that will get the add-in. You should preferably not use your “regular user” to manage your organizations infrastructure. If you are curious, google Tiering…
Verify that your deployment was successful
You are now done. If everything works, now you get another option to assign which users should get the app.
You can click on the add-in and adjust the deployment scope.
That is it… Good Luck