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how to disable/remove dynamic exports from the export to excel option RRS feed

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    Hi all,

     

    is there any way to disable/remove the Dynamic Pivote Table and the Dynamic worksheet options from the export to an excel sheet feature ??

     

    thanks in advance :)

    Monday, November 1, 2010 8:24 AM

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    Hi ,

    I dont think , its possible via any normal customization. , may be you can edit the MS CRM asp.net form which shows export to Excel screen and hide this options.

    the name of form is "export_dlg.aspx" in _Grid\Print folder CRM source code where you install CRM.

    You can hide the option by commenting HTML code which displays this Radio buttons.

    Its Little risky , you need to do it carefully.

    Regards,

    Vilas Magar

     

    Vilas http://www.mscrm-vilas.blogspot.com
    Monday, November 1, 2010 2:10 PM

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    security roles might help you with this..

    create new security roles from exisitng role and go to business management tab and remove export to excel permission..

    Hope this helps..

    MayankP
    My Blog
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    Monday, November 1, 2010 9:49 AM
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    Hi Mayank .

    I think he dont need to remove full Export to Excel option , he needs to remove only 2 options from 3 options when you export to Excel ,

    so Security Role wont help him.

    Vilas

    Vilas http://www.mscrm-vilas.blogspot.com
    Monday, November 1, 2010 10:45 AM
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    Dear Vilas,

     

    this is exactly what i need to do,

     

    if you have any suggestions on how i can do it, i will be really appreciated

     

    thanks in advance :)

    Monday, November 1, 2010 10:53 AM
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    Hi ,

    I dont think , its possible via any normal customization. , may be you can edit the MS CRM asp.net form which shows export to Excel screen and hide this options.

    the name of form is "export_dlg.aspx" in _Grid\Print folder CRM source code where you install CRM.

    You can hide the option by commenting HTML code which displays this Radio buttons.

    Its Little risky , you need to do it carefully.

    Regards,

    Vilas Magar

     

    Vilas http://www.mscrm-vilas.blogspot.com
    Monday, November 1, 2010 2:10 PM