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Microsoft Dynamics CRM (Archived)

Regarding Restrict User from Export to Excel

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Posted on by 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.

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  • G Sav Profile Picture
    on at
    RE: Regarding Restrict User from Export to Excel

    We actually have broken the Role Profiles up. We have a base user profile, and various addon Profiles which just contain the additional permissions. Eg. We have an Export profile which just has the Export to Excel feature. This enables us to give only certain users access which may have similar roles to others.

    We did this from a security point of view, as we did not want someone being able to export all our business contact/information when they left the company. All our accounts are owned by the Business Unit as we have multiple owners for every record...

  • Saumil Sh Profile Picture
    1,365 on at
    RE: Regarding Restrict User from Export to Excel

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

  • Suggested answer
    Vijay Waghmare Profile Picture
    on at
    RE: Regarding Restrict User from Export to Excel

    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

  • ScottDurow Profile Picture
    19 on at
    RE: Regarding Restrict User from Export to Excel

    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.

  • Verified answer
    G Sav Profile Picture
    on at
    RE: Regarding Restrict User from Export to Excel

    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
    19 on at
    RE: Regarding Restrict User from Export to Excel

    Is this CRM2013?

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

  • Saumil Sh Profile Picture
    1,365 on at
    RE: Regarding Restrict User from Export to Excel

    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
    19 on at
    RE: Regarding Restrict User from Export to Excel

    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
    1,365 on at
    RE: Regarding Restrict User from Export to Excel

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

  • Saumil Sh Profile Picture
    1,365 on at
    RE: Regarding Restrict User from Export to Excel

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