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How to disable Open In Microsoft Office Button from All Forms in D365FO

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Posted on by gsbsrk b

692

Hi ,

I want to disable Open in Microsoft Office button from all forms in D365FO which is system defined button.
I tried via security roles it got disabled, but it's not allowing me to export from the form grid right click /Export all rows/ function.

Can we do it through the code??

I wrote COC for formRun class it's working fine, but for few forms (All vendors) it's giving error /Object not set to an instance of an object error.

final class FormRun_Extension
{
public void init()
{
FormMenuButtonControl officeButton;

#SysSystemDefinedButtons

next init();

officeButton = this.control(this.controlId(#SystemDefinedOfficeButton)) as FormMenuButtonControl;

if (officeButton)
{
officeButton.enabled(false);
}

}
}

Any code suggestions please

Thanks in Advance.

Regards,

Krish

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André Arnaud de Cal... 291,151 Super User 2024 Season 2 on at

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How to disable Open In Microsoft Office Button from All Forms in D365FO

Hi Krish,

With the security approach, you don't need to create a role with all data entities. When a user doesn't have permissions, it will not show up. Maybe you are now thinking of adding deny permissions to all data entities, but that is not needed and not best practice. Ensure the data entities are not part of the role, that will do the job already.
gsbsrk b 692 on at

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How to disable Open In Microsoft Office Button from All Forms in D365FO

Thanks, Drab and Andre for your quick reply.

Hi Drab,

Now I'm not getting the error, earlier application is not compiled, I did full build on model.

Hi Andre,

If you want to allow users export the grid details and not have them using the Dynamics 365 connector in Excel, you can manage this with security.

I tried using Security configurations by giving the deny access to this class ExportToExcelExportForm of System user role, but it's stopping the Grid Export. ( Both are disabling Open in Excel and Export to Excel).

I want to stop Open in Excel .

For Open in Excel, users should have access permissions to data entities used on the forms. If you create roles without the public access for the data entities, the users will not have access to the entities listed in Open in Excel.

Creating a role for all data entities in system will take lot of time.

Thanks,

Krish
Suggested answer

André Arnaud de Cal... 291,151 Super User 2024 Season 2 on at

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How to disable Open In Microsoft Office Button from All Forms in D365FO

Hi Krishna,

There is a difference between Open in Excel and Export to Excel. If you want to allow users export the grid details and not have them using the Dynamics 365 connector in Excel, you can manage this with security. For Open in Excel, users should have access permissions to data entities used on the forms. If you create roles without the public access for the data entities, the users will not have access to the entities listed in Open in Excel. Export to Excel is the same as exporting the details from the grid.
Martin Dráb 229,963 Most Valuable Professional on at

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How to disable Open In Microsoft Office Button from All Forms in D365FO

When code is throwing an error, a good next step is identifying the place where it happens. Use the debugger for this purpose.

By the way, why do you want to make F&O less useful for your users?

How to disable Open In Microsoft Office Button from All Forms in D365FO

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