EASI's Dynamics CRM Export Filter add-on gives CRM administrators the ability to limit the export to excel feature. With CRM security roles, you only have the ability disable a users ability to export to excel. This becomes a problem if you users need the ability to export some records and not others. This when the EASI Dynamics CRM Export filter solution becomes helpful. With the solution, administrators choose which users can export on an entity basis.

Fig. 1 - Select the entities you wish to allow to export.

 

Fig. 2 - Example - My Quotes

Fig. 3 - Example - All Quotes

Fig. 4 - Example - Only my quotes are exported.

 

If you have any additional questions or would like to purchase our add-on, contact us at sales@easiintl.com. 

 

 Download - Microsoft Dynamics CRM Export Filter Information Sheet