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Track Excel exports with Excel Tracker

Gain visibility and control over your Dynamics 365 and Power Apps data exports with Excel Tracker by Rocket CRM.

Test drive this data security tool and take advantage of a 14-day free trial.

Excel Tracker

Protect your data

Take back control of your Dynamics 365 data exports with Excel Tracker from Rocket CRM.

Excel Tracker

Features

Protect your data

Protect your Dynamics 365 data by knowing what data is being exported from your CRM and prevent it from being shared, stolen or lost.

Export control

Controlling Excel export permissions in Dynamics 365 with the “Export to Excel” function can be tricky as the permission control is too blunt for everyday operations and impractical for some business roles. TAnd controlling data exports in Dynamics 365 has been a headache for CRM administrators for years, until now.

Simple export tracking

Rocket CRM’s data export tool offers Dynamics 365 and Power Apps CRM administrators a solution to the Excel export challenge. The tool provides valuable insights on data exports, showing details such as who, when, and how many records were exported. The clean and simple dashboard displays all Excel exports within a specific period.

GDPR compliance

From a GDPR perspective, it is a lawful requirement to ensure your client data is stored securely and is protected, so that there is no risk that confidential personal data will be lost, shared or released into the public domain. For more information on GDPR, visit .gov.uk.

Providing the 'full picture'

"Rocket CRM’s Excel Tracker is a fantastic tool, enabling us to keep an eye on what our users are exporting without placing full export restrictions on our CRM/business operations. Where previous solutions only managed to track direct exports to Excel, Rocket CRM's solution has provided the full picture of what is exported in bulk out of CRM – this includes any dynamic export refreshes alongside the regular excel exports. Using the provided log from each export, including the Fetch XML query, we can track the number of records exported and keep tabs on key fields that may breach our standard business processes."

John Nicholson Head of Business Applications CBI

Head of Business Applications

Rapid implementation

This data security tool is quick and easy to implement. You’ll be in control of your data in no time with our talented team behind you.

Pricing

£550 + VAT for a 12 month license.

Set-up Guide

Use our step-step Excel Tracker User Guide once you have downloaded your licensed product.

Purchase your Excel Tracker license

In a CRM pickle?

We can parachute in to fix existing problems you may be experiencing with Dynamics 365. Contact us and we’ll see how we can help.

Our 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 Microsoft Dynamics 365 users to ensure you continue getting the very most from your CRM.

Need a help with implementation?

We can help with implementing Excel Tracker, or should you need us for ongoing support, no problem, we also offer a managed service for Microsoft Dynamics 365 and Click users.