How to disable Edit in Excel option for the for certain users?

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Posted on by Anup-D

Hello,

While Edit in Excel is a powerful tool, there is a potential that certain less-trained users might do more harm than good.

We tried disabling it by removing and excluding the below permissions. But that did not help.

Table and Table Data

1480

Edit in Excel Settings

Codeunit	1481	Edit in Excel
Codeunit	1482	Edit in Excel Impl.

Can you please guide me in this regard?

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Sandip Domadiya 99 on at

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Please blow blog link to help you.
https://yzhums.com/25314/

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Anup-D 35 on at

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Thank you Sandeep. I have gone through this blog post by ZHU. Yes the coding route has to be taken if the edit in excel has to be disabled for specific screens.

We want to disable it for specific users. So we should be able to do that with permission sets.

However the system permission sets as mentioned in the below screenshot, we are not able to open those or mark them as excluded. Any idea how to utilize the below permission sets to remove the edit in excel permission?

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YUN ZHU 95,329 Super User 2025 Season 2 on at

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Hi, You can create a permission set to exclude these permission set. Or if you don't assign these permissions to users, it should have the same effect.

Hope this helps.

Thanks.

ZHU

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Mat B 130 on at

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From what I am seeing in V21.4, no matter which of the 4 excel related permission sets you assign to a user, or any combination thereof, there is no way to enable Open in Excel without also enabling Edit in Excel. The user either gets both or neither. Is there any reliable way, using permission sets, to enable the Open in Excel option without enabling the Edit in Excel option? or is an extension required? I am pretty confident this was possible in prior versions.

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Anup-D 35 on at

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We figured it out sometime back. These permissions were coming from a system permission set - Login.

So we created a copy of the permission set and deleted the edit in excel related permissions. Then this new permission set we used in our other user defied permissions sets.

This fixed the issue.

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Leslie C 26 on at

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Anup-D, can you provide more info? What permission do I need to delete and include to allow a user to use the Open in Excel action, but NOT the Edit in Excel action?

Thank you!

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Palsted 5 on at

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Leslie C, did you mange to solve this issue?

I am also in need of disabling "Edit in Excel" while leaving "Open in Excel" still is available.

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LeslieC 2 on at

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I did! I haven’t tested it extensively, but so far it seems to be working.

You need to allow the user to access the menu with the Export to Excel and Edit in Excel (via System object 6110) but remove the permissions that would allow the user to use the ‘Edit in Excel’ action. There are several base D365 Permission Sets that give the user permissions to use Edit In Excel and you will need to identify them and remove those permissions. I know D365 READ and LOCAL have these permissions in them. There are more, I’m sure. In a nutshell, this is what you want to do:

Remove the following permissions from the user (I don’t know if they all need removed, but I deleted these lines):

Table Data / 1480 / Edit in Excel Settings

Table / 1480 / Edit in Excel Settings

Codeunit / 1481 / Edit in Excel

Codeunit / 1482 / Edit in Excel Impl.

Page / 1480 / Excel Centralized Depl Wizard.

Give the user the following permission:

System / 6110 / Allow Action Export to Excel / Execute=Yes

I still wanted the user to have the ability to use Send to Excel when printing. This is the function that BC provides when printing any document with the “Send to…” button in the lower left-hand corner of the print dialog boxes. To do this I included the permission set “EXPORT REPORT EXCEL”. Just make sure you test it. I also had to give the user some extra insert permissions to archives, but I have this role locked down.

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