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Customer experience | Sales, Customer Insights,...
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Need to prevent Access to Bulk Import - Dynamics 365

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Posted on by 47

I have a security role that should prevent users from being able to utilize the "Bulk Import" feature. The security role does not have any access specified for "Import Source File", "Data Import" or "Data Map". I have confirmed the user only has this security role assigned, but the user still has access to "Import from Excel" in all entities. Am I misunderstanding how the security roles are being used?

SecurityRole.jpg

I have the same question (0)
  • Bipin D365 Profile Picture
    28,985 Moderator on at

    Hi,

    To fix your issue you will have remove Export To Excel privilege from Business Management Tab .See below image.

    CQ10.PNG

    If found helpful, Please mark my answer verified.

  • JRussell1738 Profile Picture
    47 on at

    Bipin - Thanks for the response. I've confirmed the security role does NOT have the "Export to Excel" set, but I'm still running into the same issue.

  • Justinp Profile Picture
    175 on at

    Hi,

    You are correct.

    I can confirm removing the "Data Import" and "Data Map" permission (as you have shown above) removed the data import button on all entities (the ones I checked).  I know this might seem obvious but have you checked if any of the Teams the users are members of have security roles attached to them that might override your import role?  XRM toolbox might be helpful here (Your security magnified & User Security Manager...  

    Best of luck.

    Thanks,

    J

  • erhan.keskin Profile Picture
    2,253 on at

    Hi,

    Please also check the user's teams and the security roles of the teams.

    Regards,

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