Using Document Template Refresh Capabilities

Using Document Template Refresh Capabilities to fix Open Lines in Excel in Journals

In one of our recent implementation projects (Dynamics F&O), we used the capabilities of “Open Lines In Excel” under Journal header section. While selecting “Open Lines in Excel” capabilities there is an issue that comes up where it states the corresponding lines for the record selected can’t be opened. In this case, we were facing an issue with the “Fixed Asset Journals”.


On selecting the journal, the Open Lines in Excel throws up an issue that states Record for id “<record guid>” not found. This issue usually occurs if we do a “Point In Time” restore of a database and don’t refresh the Data Templates post database restore.


1. In Dynamics 365 for Finance and Operations, select Modules -> Common -> Common -> Office Integration and choose
    Document templates.

                                                                        Fig 1 – Document templates

2. Hit the Reload the system templates link. This should reload all the system templates and this should fix the Open in Excel
issue on the Fixed Asset Journal Line. On reloading the system template, the line issue for the Journal was fixed.

3.  Once the templates are refreshed, a message will show up as mentioned below.

Now, select Open Lines in Excel on selecting a Fixed Asset Journal and the corresponding lines associated with the Fixed Asset Journal will show up.


Configuration data templates

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Navneeth Nagrajan is a Technical Consultant at Avanade Australia focusing on implementation, pre-sales and support of Microsoft Dynamics 365 for Operations/ Microsoft Dynamics Ax ERP. Before Avanade, Navneeth worked as a Solutions Consultant at LM WindPower focusing on implementation and support of Microsoft Dynamics Ax Enterprise Resource Planning solution. Prior to LM WindPower, he worked as a Lead Consultant for ITC Infotech India Limited focusing on Enterprise Solutions like Microsoft Dynamics AX & Microsoft Dynamics CRM. He has worked for Microsoft as a Partner Technical Consultant. His primary focus area is Microsoft Dynamics AX and he specializes on Trade & Logistics, CRM, Service Management and Project Management functionalities. His secondary focus area is Microsoft Dynamics CRM and he specializes on Sales Management, Marketing Management and Service Management sections. He has successfully assisted more than 100 Microsoft partners and customers. At Microsoft, He has successfully written and published papers on '​'​ Needs for Microsoft Dynamics CRM in the Education Sector''. Prior to Microsoft, he has worked as a Functional Consultant and has implemented Microsoft Dynamics AX in the Manufacturing and Services Segment. He has also worked as a Business Development Executive implementing Document Management Systems for Security Broking and Manufacturing Organizations.