- January 21, 2026
- Posted by: editor
- Category: Uncategorized
A Dynamic worksheet in Dynamics 365 is an excel file exported from your Dynamics 365 data that maintains a live, refreshable and access available to edit, and delete your data in excel, you can see the latest information in your system by simply clicking refresh in excel. But after some time, the dynamic 365 dynamic worksheet is not refreshing , how to know if new data add or not, we find the solution to this problem, we are discussing the causes & solution to his dynamic 365 worksheet not refreshing. Let’s begin…
What Is a Dynamic Worksheet in Dynamics 365?
Dynamic worksheet in Dynamics 365 is an excel file exported from your Dynamic 365 data, that maintains live records and refreshable connection to CRM data. It allows users to view, edit, and update records directly in Excel and then publish those changes back to Dynamics 365. You can open your data in excel, using the excel tools like formulas and filter and sync your data in Dynamics 365 easily. It can easily edit all your data, using many tools for analyzing your data and using advanced technology not to write your data manually. There are major differences in static or Dynamics worksheets.
| Static Worksheet | Dynamics Worksheet |
| Data is exported as a one-time snapshot. | It is live connected to your Dynamics 365. |
| Data not updated automatically. | Data can be refreshed manually using the Refresh button. |
| Changes can’t show in the dynamics 365. | Your excel changes it showing directly in dynamics 365. |
| It is best for reporting and analysis. | You can easily edit many records, rather than one by one. |
Common Reasons Why a Dynamics 365 Dynamic Worksheet is Not Refreshing?
Below we explain some common reasons why the Dynamics 365 Dynamics worksheet is not refreshing.
Excel Add-in Connection Issues
Dynamic Worksheets rely on the Dynamics 365 Excel Add-in to connect Excel with Dynamics 365. If the add-in cannot authenticate properly, the worksheet will fail to refresh. Many times we login, but they can’t sign-up. There are some reasons which are.
- Using an outdated version of Excel.
- The Dynamics 365 Excel Add-in not installed or disabled.
- Signing in with the wrong Microsoft account (Office account different from Dynamics 365 account).
- Expired login session or recent password change.
- Multi-Factor Authentication (MFA) issues, such as a changed phone number or authentication app.
- Browser or Excel cache issues interfering with authentication.
Excel Add-in Status
- Even if Excel opens normally, the Dynamics 365 Add-in may be disabled or outdated.
- Unable to authenticate due to network or permission issues.
- Blocked from accessing Dynamics 365.
User Permissions and Security Roles
Dynamics 365 Dynamic worksheets are a powerful tool for analyzing data. Dynamic Worksheets require some appropriate security roles in Dynamics 365. Common permission-related causes include.
- Missing Read, Write, Append, or Append To privileges on the table
- Missing Export to Excel permission.
- Restricted access due to Field-Level Security.
Outdated Excel or Dynamics 365 Version
Outdated excel means you are using the oldest version of excel like 2010, 2013 and 2016 can cause compatibility issues. You can install Dynamics 365 in Excel, but they can’t support it, because Dynamics 365 supports new features only. They required the updates in excel using latest updates in excel 2019, 2021. If your version is mismatched then it causes export failures, Add-in errors and data sync interruptions.
Network, Firewall, or Proxy Restrictions
Dynamics 365 dynamic worksheets often fail to refresh due to security, network and authentication issues that prevent excel from communicating with the data server. That’s the reasons in the below.
- Restricted corporate networks.
- Firewall rules blocking required endpoints.
- Azure Conditional Access policies.
- Proxy servers blocking API traffic.
- SSL inspection or expired certificates.
Cached Data or Corrupted Workbook
Cached data means excel saves the temporary copies of data, because it speeds up performance by holding data in memory, to easily open the files. It is very important, otherwise it creates problems like cache saving the old data, changes or formulas not updating in excel and excel not working properly.
Corrupted Workbook
A corrupted workbook means its internal data is damaged, showing errors. There are some reasons your internal data is lost.
- System Issues : Power outages, improper shutdowns.
- Viruses : Download some files to other sites, The virus also came along with it.
- Improper Handling : Forcibly converting formats or manipulating open XML files incorrectly.
How to Fix Dynamics 365 Dynamic Worksheet Not Refreshing Problem?
Fixing a Dynamics 365 dynamic worksheet that will not refresh usually requires reconnecting the excel Add-in, clearing cached credentials and editing the underlying data connection.
Reconnect the Dynamics 365 Excel Add-in
In the below, we mention the steps to reconnect the dynamics 365 excel Add-in.
- Open the Excel file exported from Dynamics 365.
- Check if the Dynamics 365 tab is visible.
- If not, go to Insert → Get Add-ins → My Add-ins and enable the Dynamics 365 Add-in.
- Go to the Dynamics 365 tab and select Settings.
- Click Sign out / Disconnect and completely close Excel.
- Reopen Excel and the worksheet.
- Go back to the Dynamics 365 tab and sign in again using the correct Microsoft account.
Additional Tips:
- Ensure you are signing in with the same account used in Dynamics 365.
- If login fails repeatedly, sign in manually at portal.office.com to refresh your session.
- If your password or MFA settings were recently changed, complete a fresh sign-in.
Verify Security Roles and Permissions
Dynamic Worksheets require proper permissions in Dynamics 365 andsSecurity role means it decides what can be seen by the user. Check the following.
- The user has Read, Write, Append, and Append To privileges on the table.
- Export to Excel privilege is enabled.
- No required fields are blocked by Field-Level Security.
Steps to validate
- Login the admin access.
- Check the security roles: Which roles have which permissions.
- Assign the role to different members.
- Confirm the user can view, edit, and update records in Dynamics 365.
- Reassign or adjust roles if necessary and test again.
Clear Excel Cache and Reopen the Worksheet
There are many methods to clear excel cache.
Method 1. Clear the excel cache
- Close all excel files.
- Press the window +R to open the run dialog.
- Open the cache folder, write the %localappdata%\Microsoft\Office\16.0\OfficeFileCache and press the enter button.
- Open the new tab with files, select all files and press the delete option.
- Then restart your system/PC.
Method 2: Clear the cache inside the Excel
- Open the excel.
- Go to file option.
- Select the save option.
- Click the cache setting/delete catched files.
- Press the ok and close the excel.
Method 3: Re- Download the worksheet (one drive )
- Open OneDrive or Dynamics 365.
- Re – download the Dynamics worksheet.
- Use the new download worksheet and test refresh.
Update Excel and Dynamics 365 Environment
The supported version of Excel and Dynamics 365 is critical for proper functionality of Dynamic Worksheets. Microsoft officially supports these versions to deliver security updates, bug fixes, performance improvements and feature enhancements.
- Update Microsoft 365: Ensure you are running the latest version of excel to avoid add-in errors and refresh failures.
- Update Dynamics 365: Check your organization is on the latest version of Dynamics 365, because Microsoft gives you regular updates to improve performance and compatibility.
Conclusion
In this blog, we tell you some method how fix the dynamics 365 dynamic worksheet not refreshing problem, which one is reconnect the excel Add-in because using old version, not support it, verify security roles, no-one copy your personal record, clear the unwanted files in the excel and daily updates your excel/dynamics 365 because this things improve the performance and protect your system to virus.