If you want to totally remove the ability of CRM users to “Export to Excel,” you can remove the permission on the Business Management tab of the security role definition. This is good if you don’t want anybody exporting to Excel. But what if you don’t want to remove all Export to Excel, just remove it from […]
You have a field that you wish was a different data type. For example, you have an option set that you wish was a lookup field. Maybe the values in this list change frequently, and you want to have someone who is not a System Administrator be able to add/modify values in the list. But what about […]
If you are facing the login window appearing in the Excel sheet after creating a dynamic Excel export from an IFD-enabled CRM organization, then there’s still a way to get the data into the Excel sheet: Export the Dynamic Worksheets (or Pivot Tables) from Microsoft Dynamics CRM. Open the Dynamic Worksheets with Excel. Excel will […]
So you decided to follow tip 46 and use process flows instead of the sales stage field. How do you update your existing records? If you open a closed opportunity, for example, the record (and the process flow stage) will be non editable. First, understand how the process and stage are stored on the record. if […]
Sometimes there is a requirement to stop users from being able to export CRM reports. Take away Export to Excel privilege and reports will be displayed without the export button. Dependency on Excel export privilege is, perhaps, a bit unintuitive, and the privilege covers not only Excel but other export formats as well. Privilege is […]
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