web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Regarding Restrict Use...
Microsoft Dynamics CRM (Archived)

Regarding Restrict User from Export to Excel

(0) ShareShare
ReportReport
Posted on by Saumil Sh 1,365

Hi,

I have tried from the rights and removed rights for "Export to Excel".

Still user is enabled to export Lead list, account list, contact list, opportunity list to export in excel.

Is it bug or is there something i am missing in configuration.

Please let me know.

Thank you in advance.

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 21 on at

    Hi,

    This shouldn't the case - are you sure that the user doesn't have more than one security role?

    Also - sometime it can take a while for security role changes to take effect.

    Can you post a screen shot of where the export to excel still appears?

    Thanks,

    Scott

  • Saumil Sh Profile Picture
    Saumil Sh 1,365 on at

  • Saumil Sh Profile Picture
    Saumil Sh 1,365 on at

    Please do let me know if you can solve it...

  • ScottDurow Profile Picture
    ScottDurow 21 on at

    This looks right - you only have a single role for this user.

    Can you post a screen shot of where the user sees being able to export to excel.

  • Saumil Sh Profile Picture
    Saumil Sh 1,365 on at

    I click on Sales->Accounts->Export to Excel.

    I have login with the same user and export the list page of accounts.

  • ScottDurow Profile Picture
    ScottDurow 21 on at

    Is this CRM2013?

    Are there any ribbon customisations on the Accounts entity where the Export to Excel button is customised?

  • Verified answer
    G Sav Profile Picture
    G Sav on at

    We have removed exporting to Excel for some of our users by just removing the "Export to Excel"

    so its strange this is not working for you.

    Is the user in a Team? If so the Team might have the permission.

  • ScottDurow Profile Picture
    ScottDurow 21 on at

    G Sav has a good point - the security roles are addative and so if the user is in a team that is assigned a role with Export to Excel then this would give them the same effective permissions. You can't remove a right - only add to them.

  • Suggested answer
    Vijay Waghmare Profile Picture
    Vijay Waghmare on at

    Check if these user belong to any team having role with "export to excel" privilege.

    User may be getting rights from any of the role assigned to such team, please verify.

    Thanks,

    Vijay

  • Saumil Sh Profile Picture
    Saumil Sh 1,365 on at

    Thank you all. user was a part of team and due to that this was happening.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans