Securing the Open in Microsoft Office Button in D365FO

On some pages within D365FO there will be an Office button in the upper right hand corner that allows you to either export grid data to Excel or use Excel to easily update, create, or delete data. Security for these actions are controlled slightly differently than the normal menu item method instead they are controlled by security via data entities.

Integration Points

There are two different…

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Securing the Open in Microsoft Office Button in D365FO – Alex Meyer

Some pages in D365FO have an Open in Microsoft Office button that allows for exporting or updating grid data. How do we secure this functionality?

Blog Syndicated with Alex’s Permission