Permission to "save changed to dynamics" RRS feed

  • Question

  • Hi all,

    I have some permission problems with one of my roles in CRM.

    When I export account to excel online I get the view and can see my accounts. and I want to make changes and save changes to dynamics" I get permission problems.  

    My struggle is that I do not find out what rights I should enable to do this work.

    Tuesday, October 31, 2017 12:51 PM

All replies

  • Hi Sander,

    You need 'export to excel' privileges. You can found in 'Business management' tab in the Miscellaneous Privileges section under Security Roles.

    Hope this help


    • Proposed as answer by Suresh Sorde Tuesday, October 31, 2017 2:11 PM
    Tuesday, October 31, 2017 2:11 PM
  • <g class="gr_ gr_82 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" data-gr-id="82" id="82">Hello</g> export to Excel Online works, but its when we try to save the changes we get the permission issue.
    Tuesday, October 31, 2017 2:22 PM
  • Found out how.

    Security - Core - Set import data to append to.

    Wednesday, November 1, 2017 7:48 AM