873
Hello,
Will it be possible to set an alert or trigger a workflow if a user tried to export data through Excel from CRM and notify the managers through email?
If it is not possible, can we restrict access to the export excel feature on the table level?
Please provide some examples of the possibilities.
Any help is highly appreciated.
Best regards,
EBMRay
Hello,
If my reply (or replies) answers your question take a minute and verify the answer. You can do it by clicking "Yes" at the top of the reply (or replies) under the label "Does this answer your question?"
You can start here - learn.microsoft.com/.../tutorial-write-plug-in
Here is ParentContext property I mentioned - learn.microsoft.com/.../microsoft.xrm.sdk.ipluginexecutioncontext.parentcontext
Here is MessageName property I mentioned - learn.microsoft.com/.../microsoft.xrm.sdk.iexecutioncontext.messagename
Hello a33ik ,
It is easier by restricting users from Export to Excel, but that will prevent it from all tables.
The plugin approach you suggested is the best one.
Would you be able to give me a small example of where I can get started?
Thank you Andrew!
Hello,
Isn't it easier to disallow users to export the data?
There is a privilege for it.
The only solution that I see is to develop a plugin that will handle "RetrieveMultiple" message, check the ParentContext's message, and if it is "ExportToExcel" - throw an exception.
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