How to enable "Import from Excel" feature

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Posted on by YM-Dynamics 365

Hi All,

I need to grant some users of Dynamics the ability to 'Import from Excel' function as shown in the screenshot below. Currently I have access as a System Admin but need to grant some of our agents this feature as they do not currently see it in their view. Are there any specific Security Roles that need to be enabled to allow this? Thanks.

2020 release wave 2 enabled

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MehranBre 732 on at

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hi,

get access in security role of agents as follows:

1. in tab "Core Records" get access to "Data Map", "Data Import", "Import Source File", "Web Wizard", "Web Wizard Access Privilege", "Wizard Page"

2. in tab "Customization" get access to "System Jobs"

Best Regards.

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YM-Dynamics 365 20 on at

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Thank you, this has solved it for me!

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