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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Alert an admin if data...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Alert an admin if data was exported to excel

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Posted on by EBMRay 905

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

I have the same question (0)
  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello,

    Isn't it easier to disallow users to export the data?

    pastedimage1665071103786v1.png

    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.

  • EBMRay Profile Picture
    EBMRay 905 on at

    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!

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    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

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    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?"

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