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Data Management - Delete - All Records Imported to This Entity During This Import

Microsoft Dynamics CRM Forum

wperkinson3 asked a question on 13 Jul 2018 2:42 PM
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What access must be granted to a user to enable the following option for a data import?

Delete->All Records Imported to This Entity During This Import.

I have several users that import data for leads, but they do not have the ability to delete based on the import if they find an error with the import.

Thank you,

Will

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Drew Poggemann responded on 13 Jul 2018 3:31 PM
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Hi wperkinson3,

Please verify the user has the following permissions to accomplish:

1.  Bulk Delete - This is under "Core Records"

2.  Ability to delete records for the Entity (i.e. Lead)

Hope this helps!

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Goutam Das responded on 15 Jul 2018 2:01 PM
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Hi ,

I believe the identification of data once imported in CRM is manual process .

You can search the imported  data for delete using  advanced find criteria or going to data management -> Bulk record deletion filter criteria. To do this you should have delete access of the entity and for bulk delete you need the bulk delete access of security role under "core records" tab.

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Drew Poggemann responded on 15 Jul 2018 2:08 PM
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You should be able to follow these steps and verify the security I mentioned above.

www.marksgroup.net/.../dynamics-365-delete-records-specific-import

Hopefully this helps.

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Drew Poggemann responded on 13 Jul 2018 3:31 PM
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Verified Answer

Hi wperkinson3,

Please verify the user has the following permissions to accomplish:

1.  Bulk Delete - This is under "Core Records"

2.  Ability to delete records for the Entity (i.e. Lead)

Hope this helps!

Reply
Goutam Das responded on 15 Jul 2018 2:01 PM
Suggested Answer

Hi ,

I believe the identification of data once imported in CRM is manual process .

You can search the imported  data for delete using  advanced find criteria or going to data management -> Bulk record deletion filter criteria. To do this you should have delete access of the entity and for bulk delete you need the bulk delete access of security role under "core records" tab.

Reply
Drew Poggemann responded on 15 Jul 2018 2:08 PM
My Badges
Suggested Answer

You should be able to follow these steps and verify the security I mentioned above.

www.marksgroup.net/.../dynamics-365-delete-records-specific-import

Hopefully this helps.

Reply

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