Track Excel exports with Excel Tracker

Gain visibility and control over your Excel data exports with Excel Tracker by Rocket CRM.

Excel Tracker

Features

Protect your data

Protect your business 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. Controlling data exports in Dynamics 365 has been a headache for CRM administrators for years, until now.

Simple export tracking

Rocket CRM's Excel Tracker 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.

Rapid implementation

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

Find out more about Excel Tracker and drop us a line.

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

Need a helping hand with implementing?

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