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Microsoft Dynamics CRM (Archived)

Restrict export to Excel to some entity

Posted on by Microsoft Employee

I want to disable the export Excel function for some entity. I need to restrict what a user can export.  Is there any simple way of doing this by ribbon?

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  • Verified answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at
    RE: Restrict export to Excel to some entity

    Hi,

    Check this

    mahadeomatre.blogspot.com/.../Export%20To%20Excel

    to show/hide export to excel for specific entity.

  • Suggested answer
    Drew Poggemann Profile Picture
    Drew Poggemann 9,079 on at
    RE: Restrict export to Excel to some entity

    See Tim's reply which provides a method based on the tip.

    Thanks!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Restrict export to Excel to some entity

    Thanks for your reply i search if i can do it with a custom way

  • Suggested answer
    Drew Poggemann Profile Picture
    Drew Poggemann 9,079 on at
    RE: Restrict export to Excel to some entity

    Hi Nesrine,

    In Security Roles under Business Management you can disable export to Excel as a global setting (see Privacy Related Privileges).  There is no way to do this for a specific entity with standard configuration that I know of.  

    Thanks,

  • Tim Dutcher Profile Picture
    Tim Dutcher 2,100 on at
    RE: Restrict export to Excel to some entity

    This might help.. crmtipoftheday.com/.../prevent-export-to-excel-by-entity

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