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Hi Folks,
We have some custom built data entities that "allow" incorrect editing to data in D365 (posted Project Fees) when users use the excel add-in. They cant do this when accessing the same data via the UI. Is there a way to simply disallow the "publish" option in the add-in (preferably for only certain entities but if not for all when using the excel add-in?
Thanks
Hi Simon,
This can be done by modifying the security roles and add only *View role for the data entity used for this.
you can view privilleges in the security configuration and check the roles
Regards,
Thanks Zeeshan. Perfect. This would just effect the excel add-in right. ie if user has correct duties and privileges to create a project fee via UI he or she could still do that?
Absolutely, user can continue read/write on UI, again depend on roles/priveleges assigned.
These Entity privileges are specific for Exce Add-in/Data import-export(DMF)/Integerations.
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