- restrict to export records to Excel and restrict to print
- Posted by Psyche on August 29th, 2005
Hi,
It is a major requirement for us to restrict some users to export Microsoft
CRM records to Excel file and to restrict them to print as stated in our
implementation policies. Is there a possible workaround for this
restriction? Would greatly appreciate for your fedback. Lot of thanks in
advance.
- Posted by Matt Parks on August 29th, 2005
In v1.2 there is no easy way to do this. v3.0 should enable this via security
roles.
In thoery, you could do something with javascript that conditionally removed the
link, but not sure how reliable it would be as it would need to do a
server-based call to determine the security.
Matt Parks
MVP - Microsoft CRM
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On Sun, 28 Aug 2005 20:18:01 -0700, Psyche <Psyche@discussions.microsoft.com>
wrote:
Hi,
It is a major requirement for us to restrict some users to export Microsoft
CRM records to Excel file and to restrict them to print as stated in our
implementation policies. Is there a possible workaround for this
restriction? Would greatly appreciate for your fedback. Lot of thanks in
advance.
- Posted by Psyche on August 30th, 2005
Thank you very much Matt. Appreciate your help!
"Matt Parks" wrote:
- Posted by CRM Expert on September 26th, 2005
Hi,
In CRM 1.2, there is only possible if we do this by coding. I can develop
add-on for this requirement.
Just send me mail and we will talk more on that.. mscrmexpert@gmail.com
Thanks,
MVP- .Net.
