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"Edit in Excel Online" is missing from the ribbon for several entities... how to restore?

  • 1.  "Edit in Excel Online" is missing from the ribbon for several entities... how to restore?

    TOP CONTRIBUTOR
    Posted Jun 14, 2019 01:19 PM

    In most entities in the system - even custom ones - we see the "Export to Excel" sub-menu buttons in the ribbon:

     

    In many of our entities, some core (Contact) and some custom, we only see this, with no fly-out:

     

     

    The answer here likely lies in someone messing with the ribbon for those entities at some point in the past. I took a look at the Ribbon Workbench, but it's honestly Greek to me. I couldn't see an obvious way of restoring the expanded menu.

    Thoughts?



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    Peter Gulka
    National Director, Information Solutions & Data Analytics
    Big Brothers Big Sisters of Canada
    Burlington ON
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  • 2.  RE: "Edit in Excel Online" is missing from the ribbon for several entities... how to restore?

    Posted Jun 14, 2019 08:45 PM
      |   view attached
    Peter, when you open the ribbon workbench you need to choose a solution that includes the entity you are after. If you don't have a backup of your previous solution changes then you can check for any hidden buttons.

    The hidden buttons should be shown in workbench once you select the entity in question with the missing excel options. Usually they show up under the hide actions section. (See attached image).

    To un-hide the option is very easy just right click on it once you have found it and select un-hide. Then once you have published your changes you should be able to refresh CRM and see the updates.

    Just remember to make backups until you are completely comfortable with the workbench interface. It can seem strange at first until you get the hang of it, then it saves a ton of time vs. the old way of editing .xml customization files in CRM.



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    Nicholas Cole
    Enterprise Solutions Developer
    SMC3
    Peachtree City GA
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  • 3.  RE: "Edit in Excel Online" is missing from the ribbon for several entities... how to restore?

    TOP CONTRIBUTOR
    Posted 30 days ago
    Thanks Nicholas,

    I added one of the affected entities into a solution, and found no hidden items in the Workbench for it at all. It must be a bit more complex than that.

    As an experiment, I loaded a solution with an entity where those buttons are working properly, and compared the two side by side. I didn't notice any differences in the way that the "Export to Excel" menu item is configured between them. Again, this thing is Greek to me, and I don't really know what I'd be looking for anyway. :(

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    Peter Gulka
    National Director, Information Solutions & Data Analytics
    Big Brothers Big Sisters of Canada
    Burlington ON
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