web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Way to restrict Excel from querying Dynamics data, based on user's SR in dynamics?

(0) ShareShare
ReportReport
Posted on by 33
Hi All,
 
Background:
Our client is using dynamics, and is currently in the middle of importing in large volumes of sensitive data from their legacy CRM systems into their dynamics environment (mostly Contacts data). 
 
During a recent review of security levels for these datasets they discovered that the Dataverse for both their Sandbox and Production environments were fully accessible via Excel via the Data Get Data > from Power Platform menu dropdown capability. 
 
Impact of this issue: 
This is a massive security concern for our client as users within their dynamics environment (who have restricted security roles and views via the front-end of dynamics) can potentially go in via Excel and pull data from their dynamics environment which they don't have permission for.   I had initially thought that each user's login credentials would still be tied to the security roles they're assigned while logged into dynamics, however this appears to not be the case. 
 
Question:
Has anyone come across this before and is this a known flaw in security of data in dynamics? 
 
Is there a way to force Excel users to only be able to view/access data which they have the requisite permission in their Dynamics environment?
 
Thanks
I have the same question (0)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 179 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 110

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 61 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans