On CRM 2013, I'm looking for a way to setup a security role such that:
- User can Create + Read all the Accounts
- User can Export to Excel just the ones assigned to him
I can't find a way to set the Export to Excel feature at "User" level. Any suggestions?
Thank you!
*This post is locked for comments
Hello,
Under business Management Tab on your user security role, provide privilege access for Export to Excel.
Refer this blog:
www.powerobjects.com/.../change-crm-security-roles-limit-information
Hope this helps.
Regards,
R.Rajkumar
"Please mark my answer as verified if you found it helpful"
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,214
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (