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Dynamics 365 - Business Process Flow and Things to take note before you upgrade into Dynamics 365.

In 2 months ago, my company decided to upgrade the Dynamics CRM 2016 into Dynamics 365 and there is something different about Dynamics 365 B...

Tuesday, October 31, 2017

Dynamics 365 - Disable Export To Excel

Today , I am going to show you  how to disable the export the excel and report

DEMO


 1. Originally , user still can see the Export To Excel Option



2. Go To Setting > Security > Security role > Select a security role > under Business Management Tab remove the option highlighted below




3. Refresh the form, the option will not available anymore.





This is working with Report too.

 I hope this will help you to save some time and Happy CRM-ing.

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