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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Import File permissions
Microsoft Dynamics CRM (Archived)

Import File permissions

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Posted on by Benoit Delvaux 870
Hello, How can I give users access to the Import File log? Indeed we've Sales Assistants who use the "Import Data" feature a lot on Contacts and Customers. Once the data is imported using the Wizard they receive a popup where there is a link to their import files and where they can find all the imports they've made in the past. But if they close this window they cannot access the Import Files anymore through the Navigation menus. I'd like to make the following path available to them so that they can access the import logs at anytime and not only just after an import is done. CRM2013 --> Settings --> Data Management --> Imports But when looking in the permissions I could not find a way to achieve that. What would be also OK is to have an email sent when the Import attempt is done so that they can access the Succes/failures logs and take action. Thanks in advance for your advices ! Regards,

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  • Suggested answer
    Karth Profile Picture
    Karth on at

    You need to provide the privileges for the Data Import, Data Map and Import Source File entities through Security Role Configurations. Let me know if this works.

  • Verified answer
    Karth Profile Picture
    Karth on at

    As far as e-mail notification is concerned, you have to develop a custom solution to achieve this.

    The below link might give you additional information

    social.microsoft.com/.../need-to-send-email-after-completion-of-out-of-box-data-import-in-crm-2011-any-suggestions

  • Benoit Delvaux Profile Picture
    Benoit Delvaux 870 on at

    Hi Karth,

    Unfortunately giving Import Source File, Data Map and Data Import did not solve the problem. The user still doesn't have access to the Import Source Files via the menu.

    I'll consider your second solution anyway.

    Thanks your help.

    Regards,

  • Suggested answer
    Karth Profile Picture
    Karth on at

    Hi Ben - On the first issue - How are the users accessing the Import source files?

    Is it through Settings --> Data Management-->Imports --> All Imports?

    Also, what are the access level permissions to the Contact record? Say, they have a user level access to the contact and the contact is assigned to another user, they wouldn't be able to see the record on through the "All Imports" list.

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