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Under Business Management Tab in any Security Role from the Administration Area in the Settings Section there is an option that says “Export to Excel”, make sure none selected (a white circle with a red border, see legend).

What does this do? This will remove the Excel icon from all of the toolbars on every view in Microsoft Dynamics CRM.

Why would I need to audit? You may want to make it more difficult for certain people to obtain a copy of the proprietary information within Microsoft Dynamics CRM. While this only makes it more difficult it will not prevent savvy users from working around this.

Can I audit when the export feature is used and by whom? Short answer, yes. This involves enabling logging in Internet Information Services (IIS). Sonoma Partners has a great article about how to technically do this. Auditing would only work on the on Premise version of Microsoft Dynamics CRM.

Sonoma Partners Microsoft CRM Blog: Auditing Export To Excel transactions via IIS logs