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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Edit in Excel and Open...
Small and medium business | Business Central, N...
Answered

Edit in Excel and Open in Excel

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Posted on by Kae 150

Hi, we wanted our users to be able to export(open) data in excel but they should not be able to "Edit in Excel". We tried disabling the Edit in Excel effective permission by setting the read, insert, modify and execute columns to blank, however, the Open in Excel also disappeared. Is it possible to disable only the "edit in Excel" and leave the open in excel functioning? Can you help us with how to do it? thank you.

I have the same question (0)
  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 229 User Group Leader on at

    There is an Edit in Excel - View permission set. Are you saying that that did not work for you?

    pastedimage1644939645360v1.png

    Did you try the Excel Export Action and not give the Edit in Excel permission?

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,593 on at

    Hi

    What is you BC version? I am in BC 19.3 and have the following permissions set (by default). We have assigned Excel Export Action  and Edit in Excel to users but did not give them any of Edit permission. This way they can download but not edit. 

    If you do not have these permission I can export them and send them to you. 

    pastedimage1644939724950v1.png

  • Kae Profile Picture
    Kae 150 on at

    Been using and editing the Edit in Excel - View, all the time. Not knowing that the Excel Export Action was the solution. Thanks a lot! :)

  • vinsona85 Profile Picture
    vinsona85 175 on at

    Hi All, I'm a little confused with these these responses. So we also just want the user to be able to view in excel but not edit. Which of the default permission sets should I be assigning?

    Excel Export Action 

    Edit in Excel - View

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,593 on at

    Hi

    Correct. Only two permissions that you named.

  • SonnyPawchuk Profile Picture
    SonnyPawchuk 114 on at

    Version: CA Business Central 21.0

    Looks like there was a change in the latest BC version. We have been testing by adding the one permission set and this is now allowing users to view and edit in Excel. Multiple combinations in the 21.0 version, and there appears to be no way to turn off just the "Edit in Excel" export link.

    Permission Sets assigned to Test Group. 

    pastedimage1666741186810v1.png

    System Permission Set. 

    pastedimage1666741262898v3.png

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 99,055 Super User 2026 Season 1 on at

    Hi, maybe you can try the following. But it requires customization.

    Dynamics 365 Business Central: How to disable “Edit in Excel” on a specific page

    https://yzhums.com/25314/

    Hope this helps.

    Thanks.

    ZHU

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