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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

Restrict data export in dynamics 365

Posted on by 1,075

Hello Community Experts,

There is a drop-down named email status which has 4 options

There is a requirement where i need to restrict users from exporting data if the Email Status field is set to "cannot contact"?

How do i achieve this?

Please guide,

Best Regards,

Sumaira Noor

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,204 User Group Leader on at
    RE: Restrict data export in dynamics 365

    Hi,

    You need to use Ribbon Workbench for this scenario, please refer to this blog:

    balugajjala.wordpress.com/.../

  • Sumaira Noor Profile Picture
    Sumaira Noor 1,075 on at
    RE: Restrict data export in dynamics 365

    Thanks for the response Mehdi and Johao

    Below is the screenshot of my optionset field, when i set it to cannot contact, it should not allow me to export that record

    emial111png.png

    Kindly guide,

    Best regards,

    Sumaira Noor

  • Suggested answer
    Johao Larios Profile Picture
    Johao Larios 1,795 on at
    RE: Restrict data export in dynamics 365

    Hello Sumaira,

    To hide buttons you could use a third party application named Ribbon Workbench: www.develop1.net/.../ribbonworkbench.aspx

    Please notice that there are some buttons that cannot be modified.  

    docs.microsoft.com/.../customize-commands-ribbon

  • meelamri Profile Picture
    meelamri 13,204 User Group Leader on at
    RE: Restrict data export in dynamics 365

    Hi, 

    Can you please provide some screenshots ?

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