Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Security Permission to restrict importing at the entity level

(0) ShareShare
ReportReport
Posted on by 285

Hi,

I have restricted importing on the Core records tab, so removed this right against Data Import, Import source file and Data Map,  however there is a custom entity which users need to have full access to, they currently have all rights apart from the right to delete. The 'Import Data' option is still visible on screen at the entity level, is there any way I can remove this?

Basically I need the users to have no import rights at all.

Spaz

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Security Permission to restrict importing at the entity level

    if you want to user import for specific entities and not import in Core Entities.

    in that case you can write a plugin on Message "Import" as check condition

    1. Which user is importing the data
    2. On which entity data is going to import

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Security Permission to restrict importing at the entity level

    Hi Spaz,

    I want to allow import on particular entities, but to restrict imports on all other entities. Actually I want to restrict imports to core records, but to allow it on specific entities.

    How do I achieve this objective?

    Peter

  • necsa Profile Picture
    necsa 3,455 on at
    RE: Security Permission to restrict importing at the entity level

    Hi Spaz,

    I'd appreciate if you'd mark this as Answering your question also for Kashif.

    thanks

    Happy CRM

  • Spaz Profile Picture
    Spaz 285 on at
    RE: Security Permission to restrict importing at the entity level

    Hi Necdet and Kashif,

    Thank you for your responses, I basically recreated the role, removed all the importing permissions on the Core Records tab and gave full access to the particular custom entity and it now works as required i.e. the 'Import Data' button is not available on the entity screen, the web permissions seemed not to effect this.

    Thanks

    Spaz

  • Verified answer
    necsa Profile Picture
    necsa 3,455 on at
    RE: Security Permission to restrict importing at the entity level

    Hi Spaz,

    please read following link

    ashwaniashwin.wordpress.com/.../data-import-button-not-visibleenabled-roles-and-privileges-issue-in-crm-2011

    thanks

    Happy CRM

  • Suggested answer
    KZee Profile Picture
    KZee on at
    RE: Security Permission to restrict importing at the entity level

    You might also have to remove permissions from Web Wizard, Web Wizard Access Privilege and Wizard Page.

    Just check if it works otherwise please share the screenshot as Necdet has suggested.

  • necsa Profile Picture
    necsa 3,455 on at
    RE: Security Permission to restrict importing at the entity level

    Hi Spaz,

    Do they have all user same security roles? Please can you attach screenshot of security role of user?

    thanks

    Happy CRM

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees!

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December!

Congratulations to our December super stars! 🥳

Get Started Blogging in the Community

Hosted or syndicated blogging is available! ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,622 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,354 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans