Need to disallow "publish" in Excel Add-In to certain users

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Posted on by simonsmith101

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

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Syed Zeeshan Haider... 725 on at

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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,

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simonsmith101 2 on at

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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?

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Syed Zeeshan Haider... 725 on at

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Hi Simon,

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.

Regards,

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