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Need to prevent Access to Bulk Import - Dynamics 365

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

  • erhan.keskin Profile Picture
    erhan.keskin 2,247 on at
    RE: Need to prevent Access to Bulk Import - Dynamics 365

    Hi,

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

    Regards,

  • Justinp Profile Picture
    Justinp 175 on at
    RE: Need to prevent Access to Bulk Import - Dynamics 365

    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

  • JRussell1738 Profile Picture
    JRussell1738 47 on at
    RE: Need to prevent Access to Bulk Import - Dynamics 365

    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.

  • Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Need to prevent Access to Bulk Import - Dynamics 365

    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.

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