Excel Export Restriction

Granting specific Excel Export Rights

Excel Export Restriction Excel Export Restriction

Granting specific Excel Export Rights

Initial Situation

Apart from the global export restriction, the default Microsoft Dynamics CRM installation does not offer an option to restrict the rights of users to export data to Excel. As a rule, all entities can be either be globally exported or not at all.

Benefits

  • Higher data security
  • Prevents unauthorized export of confiden-tial data / documents within the CRM
  • Easy administration of user rights
  • Extends standard CRM functionality

Function

The AddOn allows the administrator to grant users different rights, similar to the CRM rights, for the export of CRM da-ta to Excel.
The AddOn facilitates the administration at "Team" level, to define which CRM data can be exported. This definition can be made for each entity.

Compatibility

  • Offline: Yes
  • CRM-Online: No

Additional Information

Always the adapted AddOn version!

The Software Assurance ensures smooth and trouble free running of the AddOns. Profit from always up-to-date technology updates, like new versions of Microsoft Dynamics 365, functional updates and patches.

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Prices

AddOn ExcelExportRestriction
Server license < 51 User 1900 CHF
Server license < 101 User 2850 CHF
Server license < 201 User 3800 CHF
Server license < 401 User 6080 CHF

Annual Software Assurance is 18% of the license price

In case your CRM has a higher amount of users or you would like to receive an individual offer, please contact us directly.

Releases
Version 7.1.1
Date of publication
Language * DE / EN

* Additional languages can be provided on request