Customer experience | Sales, Customer Insights,...

Hide "Import From Excel" through out the system

(0) Share

Report

Posted on by Inkey Solutions

2,100

Users should not see this in the ribbon
Please note, this is not the Export to Excel that can be managed via Security role.
Please advise.

I have the same question (0)

All responses (3)

Answers (0)

Suggested answer

Mahadeo Matre 17,021 on at

Like (0)

Report

you can hide this button using security role permission changes.

You can take out all permissions from Data import and then user will not able to import data into system.

Here are some more articles on this

community.dynamics.com/.../data-import-privileges

ashwaniashwin.wordpress.com/.../

powerobjects.com/.../

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (0)

Report

Hi Inkey,

You can hide/remove it with the help of Ribbon Workbench.

This is the download page for 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

1.open soluntion.

The "Import from Excel" button is on the left of the "EXPORT TO EXCEL" button in the o2 group.

Some buttons may not display intuitively, they are shown in pop-up, just no icon.

2.Switch to the TABLET tab.

3.Right-clcik it and select Hide option.

4.Publish All.

5.Test

Brfore:

After:

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

Was this reply helpful? Yes No
Suggested answer

CRMJetty 3,512 on at

Like (0)

Report

Hello,

Pls follow below link

https://ribbonworkbench.uservoice.com/knowledgebase/articles/76681-hide-a-standard-out-of-the-box-button-based-on-a

https://arcticit.com/2020/06/getting-the-most-out-of-the-dynamics-365-data-import-wizard/

I hope it helps,

Thanks.

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365

Was this reply helpful? Yes No