web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Permissions Required to Import Data for user

(0) ShareShare
ReportReport
Posted on by

Hi,

Can someone help me out knowing permissions/privileges  that required for the user to import data.

Thanx

*This post is locked for comments

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Permissions Required to Import Data for user

    Hi Mohammed,

    You can go to security ->Security Role ->Select any security role/OR Created your own Security Rule ->Click on core Record ->In OMR sheet you can find Data Import.

    Their you can Assign the Access level for Data Import.

    Hope this helpful to you.

  • Bas van de Sande Profile Picture
    on at
    RE: Permissions Required to Import Data for user

    Hi Mohammed,

    in order to import data, the user needs to have access (read and write) to the entities the data has to be imported

    Bas

  • Community Member Profile Picture
    on at
    RE: Permissions Required to Import Data for user

    Hi Mohammed,

    You need a few extra privileges in your security role to be able to import data. Under core records, you need Data Map, Data Import and Import Source File (all options to at least user level). I have 'Read' set to organization level for all three in my instance.

    In addition, in the Customization tab, you need organization level access to system jobs.

  • Mohammed Waseem Profile Picture
    on at
    RE: Permissions Required to Import Data for user

    what about the   web wizard ,web wizard access privilege,web page  ..???

  • Community Member Profile Picture
    on at
    RE: Permissions Required to Import Data for user

    For Web Wizard, Web Wizard Access Privilege and Wizard page you need rights as well (only organization is possible) - but not specifically for importing data.

  • Community Member Profile Picture
    on at
    RE: Permissions Required to Import Data for user

    Read and write permission is not sufficient.  I have 2 lookup columns that the user cannot import data for.  One of the columns, the user imported the data.  The user can see and update the lookup values.  The import still fails with a permissions issue on these 2 columns.

  • Community Member Profile Picture
    on at
    RE: Permissions Required to Import Data for user

    This isn't sufficient.  User has organization level permissions and can see all lookup values.  Import still fails with permissions issue.

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Permissions Required to Import Data for user

    Hi Mohammed,

    Following link may help you

    community.dynamics.com/.../data-import-privileges

    Thanks

  • MaJo Profile Picture
    on at
    RE: Permissions Required to Import Data for user

    Worked for me. Thanks

    [quote user="Mohammed Waseem"]

    Hi,

    Can someone help me out knowing permissions/privileges  that required for the user to import data.

    Thanx

    [/quote]
  • Suggested answer
    CRMJetty Profile Picture
    on at
    RE: Permissions Required to Import Data for user

    Hello,

    Pls, refer this thread,

    https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/201008/import-data-option---cannot-make-it-display-in-the-ui

    https://ashwaniashwin.wordpress.com/2013/05/14/data-import-button-not-visibleenabled-roles-and-privileges-issue-in-crm-2011/

    I hope it helps,

    Thanks.

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Pallavi Phade – Community Spotlight

We are honored to recognize Pallavi Phade as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans