Sunday, 5 July 2015

Remove Export To Excel Option in CRM


One day when we were talking to customer, we were asked to remove Export to Excel button from complete CRM for some of the users.

We thought of doing this by using Display Rules but as we all know CRM is very smart, it gave us an option in security roles where you can remove the permission.

You can find the option in Business Management of Security Role window.

Hope this helps.

Happy CRM'img

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