In MS CRM, Export to excel feature is enabled or
disabled from security role.
You can have this feature for all applicable entities
or none of the entity.
But sometime we have requirement to hide export to
excel from particular entity, or show only for particular entity.
With Security role this requirement is not possible,
but will little JavaScript code and ribbon customization we can achieve this.
Case
1: Hide Export to Excel button from contact Home grid.
1.
Create one custom solution
2.
Add Application Ribbons – from client
Extensions
3.
Create one JavaScript web resource in this
solution and add following code
function ShowHideExport2Excel(SelectedEntityTypeName) {
if (SelectedEntityTypeName == 'contact')
return false; // hide button
else
return true; //show button
}
4.
Now
Open this custom solution into Ribbon workbench
5.
In the Entities list you will see
ApplicationRibbon
6.
Select Export to Excel button from Home,
right click and Customize command
7.
In Commands, you will see
Mscrm.ExportToExcel
8.
Now add custom Enable Rule to this command.
Keep existing enable rules.
9.
When adding enable rule, add Custom
JavaScript rule.
Default: True
FunctionName: ShowHideExport2Excel
invertResult: False
Library: your JavaScript library
Parameters : [Crm Parameter] = SelectedEntityTypeName
10. Add
Crm Parameter to Custom JavaScript rule, value of this parameter must be SelectedEntityTypeName
11. Save and publish your customization.
12. Now
Export to Excel button is hidden for Contact home grid.
Export To Excel button is not showing now.
Export To Excel button is showing now.
Case
2: Show Export to Excel button only for contact Home grid.
In this case you just need to change JavaScript code little
bit as
function ShowHideExport2Excel(SelectedEntityTypeName) {
if (SelectedEntityTypeName == 'contact')
return true; // show button
else
return false; //hide button
}
Case
3: Show Export to excel button for particular entity and particular view only
[To do this need to use Unsupported JavaScript code]
To do this, we need to add one more Crm parameter to enable
rule, and select value to this parameter is SelectedControl
And modify JavaScript function as
For MS CRM 2013 :
function ShowHideExport2Excel(SelectedEntityTypeName,
selectedCtrl) {
if (SelectedEntityTypeName == 'contact') {
var view = selectedCtrl.get_$1X_3();
var viewName = view.selectedViewName;
if (viewName == 'My
Active Contacts') //Change "My Active Contacts" with Your view
name to show Export To Excel button
return true; // show button
else
return false; // hide button
}
else
return true;
}
For MS CRM 2015:
function ShowHideExport2Excel(SelectedEntityTypeName, selectedCtrl) {
if (SelectedEntityTypeName == 'contact') {
var viewName = selectedCtrl.get_viewTitle();
if (viewName == 'My Active Contacts') //Change "My Active Contacts" with Your view name to show Export To Excel button
return true; // show button
else
return false; // hide button
}
else
return true;
