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The Rocket CRM Excel Tracker
Product Features
Protect your customer data
Know exactly what data is being exported from your CRM, when, how much, and by whom. This level of visibility gives you control over your customer data and will prevent it from being shared, stolen or lost.
Controlling data exports
Excel Tracker from Rocket CRM addresses the problem with the "Export to Excel" function in Dynamics 365 and Power Apps CRMs. CRM administrators find that the permission control in this function is too blunt for everyday operations and impractical. With our Excel Tracker tool, controlling data exports in Dynamics 365 and Power Apps is made simple.
Simple monitoring
Excel Tracker from Rocket CRM enables Dynamics 365 and Power Apps CRM administrators to gain better control over Excel data exports. The tool was created by Rocket CRM to provide details on who has exported data from your CRM, when, and how many much. The simple dashboard displays all Excel exports within a specific period.
Be GDPR compliant
The Data Protection Act 2018 made it a lawful requirement to ensure that your client data is stored securely and protected so that there is no risk that confidential personal data will be lost, shared, or released into the public domain.
Excel Tracker is a tool that can help you meet your legal obligations and protect your customer data.
Our Microsoft Dynamics 365 credentials
Rocket CRM is a fast-growing Microsoft Dynamics 365 Partner famed for making the complex simple and going the extra mile for our clients.
We offer a managed service to Dynamics 365 users to ensure you continue getting the very most from your CRM.
Rocket CRM don't just create fantastic bespoke CRMs
Rocket CRM also offers managed service hours, training, and CRM consultancy and is accredited by Microsoft and Click.
Our approach to implementation
Find out more about our talented team
Need ongoing support? Learn about managed service
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