Disable export of data to Excel

Enabled for Public preview General availability
Admins, makers, or analysts, automatically This feature is released. Feb 1, 2020 This feature is released. Apr 1, 2020

Business value

With the Edit in Excel and Open in Excel actions, users can quickly get an Excel spreadsheet with Business Central data for further processing in Excel. However, some organizations have data control rules with restrictions on having data sets in Excel, where it is more difficult to control and audit. Administrators can now specify which users are allowed to export data to Excel, which gives the organization stricter control over data.

Feature details

Business Central administrators have the option to disable features that allow users to export data to Excel. The ability to export data from Business Central is controlled by a new D365 Excel Export Action permission set and system permission with ID 6110. If the permission is removed for a specific user, then the Edit in Excel and Open in Excel actions are no longer available to the user on any pages in the application.

Upgrading to Business Central 2020 release wave 1

In some cases, customers upgrading from an earlier version of Business Central might lose the ability to export data to Excel. After upgrading to 2020 release wave 1, administrators should ensure that the relevant user groups and permission sets include either the D365 Excel Export Action permission set or the system permission 6110.

Try it now

Find it in the list of permission sets by signing in to your online environment at https://businesscentral.dynamics.com/?page=9802.

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See also

Viewing and Editing in Excel from Business Central (docs)