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Export To Excel Security Role

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Posted on by 98a9b40b-3e9d-4eb7-...

I hope you guys are doing well.

My question is that I have unchecked the "Export to Excel Security Role" but still user can see the "Export To Excel" Button.

Can anyone help me please

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LuHao 40,890 on at

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RE: Export To Excel Security Role

Hi partner,

First, make sure that all of the user's security roles (including the security role of the owner team) do not have the Export to Excel permission. Because security roles take the highest privilege among themselves, a user has the Export to Excel privilege as long as one security role has it.

Second, can user export to Excel for all entities? or just Account?

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Anyone 42 on at

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RE: Export To Excel Security Role

Hi Partner

I have checked all security roles and of user and owner team as well but it did not work. And second, Yes User can export to Excel for all entities

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LuHao 40,890 on at

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RE: Export To Excel Security Role

Hi partner,

One possible reason is that the command of the Export to Excel button has been changed, so we need to use Ribbon Workbench to check.

This is the download page of Ribbon Workbench: http://www.develop1.net/public/rwb/ribbonworkbench.aspx

This is the basic tutorial of Ribbon Workbench: https://community.dynamics.com/crm/b/develop1/posts/mastering-ribbon-workbench-2016

After importing Ribbon Workbench into D365, create a custom solution, and then add Application Ribbons to the solution.

Open Ribbon Workbench and open the solution, right-click EXPORT TO EXCEL and click Custom Command.

Check if it has a display rule Mscrm.ExportToExcelPrivilege, and if its PrivilegeName is ExportToExcel.

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98a9b40b-3e9d-4eb7-... 5 on at

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RE: Export To Excel Security Role

Yes it has display rule Mscrm.ExportToExcelPrivilege and its privilege name is ExportToExcel

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LuHao 40,890 on at

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RE: Export To Excel Security Role

Hi partner,

Please clear the browser cache or change the browser.

If all did not work, I would recommend you raise a support ticket.

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