Role to JUST Import Data into Dynamics CRM

If you need to give the ability for a Dynamics CRM user to Import Data, you can just create a security role with access to the next entities:

  • Data Import
  • Data Map
  • Import Source File

Note: I have notice you will need, at least, Delete right – user level on the Data Import entity (it doesn’t make sense if you just want to allow the import, but this is what I found; it could be a bug). Otherwise the IMPORT DATA button won’t appear. See the same in the next screenshot:

RTB_BLOG_CRM IMPORT BUTTON

See below an screenshot with the configuration described above.

RTB_BLOG_CRM IMPORTA DATA ROLE CONFIGURATION

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Posted on August 25, 2015, in CRM, Uncategorized and tagged , . Bookmark the permalink. Leave a comment.

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