Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Permissions Required to Import Data for user

Posted on by 382

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
    CRMJetty Profile Picture
    CRMJetty 3,508 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

  • MaJo Profile Picture
    MaJo 395 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
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Permissions Required to Import Data for user

    Hi Mohammed,

    Following link may help you

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

    Thanks

  • Community Member Profile Picture
    Community Member Microsoft Employee 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.

  • Community Member Profile Picture
    Community Member Microsoft Employee 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
    Community Member Microsoft Employee 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.

  • Mohammed Waseem Profile Picture
    Mohammed Waseem 382 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
    Community Member Microsoft Employee 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.

  • Bas van de Sande Profile Picture
    Bas van de Sande 4,383 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

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee 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.

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans