Applies to Product - Dynamics 365 for Finance and Operations (on-premises)
What’s happening?
Customers are unable to open the Dynamics 365 Excel add-in, encountering errors during the process.
Reason:
This is primarily caused by a file being blocked by the customer's internal company policy, which prevents the Excel add-in from authenticating the user. Additionally, errors may occur when an interactive API is invoked while another interactive API is still in progress.
Resolution:
- Network Trace: Customers are advised to collect a network trace using Fiddler to identify the specific cause of this. The steps to collect a network trace are as follows:
- Open Fiddler.
- Enable HTTPS.
- Start capturing.
- Reproduce the issue.
- Stop the trace.
- Refer to the article on How to collect a network trace | Microsoft Learn for detailed instructions.
- Check Internal Policies: Confirm with the network team that there are no internal policies blocking the necessary files for the Excel add-in to function properly.
- API Customization: If the error persists, it may require customizing the API to ensure that interactive APIs are invoked only after the previous ones have successfully completed. This can be done by following the guidelines provided in the Microsoft documentation on error handling for the Microsoft Authentication Library.
- Upgrade Recommendation: It is recommended to upgrade to the latest version of Dynamics 365, as the version currently in use may have reached the end of support, which could expose the system to vulnerabilities and issues.
- Testing on UAT: Customers should test the functionality on the UAT environment to confirm if the issue is specific to the production environment.