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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Data Management - Dele...
Microsoft Dynamics CRM (Archived)

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

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Posted on by wperkinson3 2

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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I have the same question (0)
  • Verified answer
    Drew Poggemann Profile Picture
    Drew Poggemann 4 on at

    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!

  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    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.

  • Suggested answer
    Drew Poggemann Profile Picture
    Drew Poggemann 4 on at

    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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