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  • Question

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    Hi,

    I am trying to import data in MS CRM 4.0 with "Marketing Professional" Privileges which is having all the privileges for importing the data.I am able to complete the process like selecting Datafile,Datamap.... but when i say Import it give an error "No privileges".

     

    I am only able to import the data with "System Administartor" Privileges.

     

    Can  anyone knows where the problem is????

     

    Regards,

    Shweta

    Monday, January 19, 2009 8:25 AM

Answers

  • That is good to know that you can import with Sys Admin.  That implies that this is most likely a security setting that is missing on the Marketing role.  Is the Marketing Professional a custom security role that was created or a CRM default security role.  If a Custom role, copy the Sys Admin Role or another role from CRM and modify it to match the rights in the Marketing Professional role.  Sometimes Custom Roles created don't behave as expected.

     

    If the role is a default role in CRM, then the Marketing Prof will need create rights on the entity you are trying to import and they may need other types of rights as well, that are not as obvious.  Give full Append and Append To rights on the Products, and also ensure queue rights are adequate.  Give Append and Append To rights on associated entities if you are trying to import say Contacts and Accounts and link them together.

     

    If you want to track down the exact security rights issue that is causing the problem, you have a couple of options.

     

    Increase the Marketing Security Role rights to exactly match those of the Sys Admin or create a copy of the Sys Admin role and then slowly begin removing rights and check the ability to import while reducing rights until you find the security right needed that was causing the problem.  This is an interative process and you need to keep track of the rights removed for each import.

     

    Download the Diag Tool, turn dev errors on and recreate the error. go through the log file generated and review the errors.  You should be able to track down the potential issue and adjust the security role.

     

    Open a ticket with Microsoft Support and they will work through the log files for you to identify the issue.

     

    • Unmarked as answer by ShwetaNikam Tuesday, March 10, 2009 9:17 AM
    • Marked as answer by ShwetaNikam Wednesday, April 8, 2009 7:00 AM
    Monday, January 19, 2009 1:37 PM

All replies

  • That is good to know that you can import with Sys Admin.  That implies that this is most likely a security setting that is missing on the Marketing role.  Is the Marketing Professional a custom security role that was created or a CRM default security role.  If a Custom role, copy the Sys Admin Role or another role from CRM and modify it to match the rights in the Marketing Professional role.  Sometimes Custom Roles created don't behave as expected.

     

    If the role is a default role in CRM, then the Marketing Prof will need create rights on the entity you are trying to import and they may need other types of rights as well, that are not as obvious.  Give full Append and Append To rights on the Products, and also ensure queue rights are adequate.  Give Append and Append To rights on associated entities if you are trying to import say Contacts and Accounts and link them together.

     

    If you want to track down the exact security rights issue that is causing the problem, you have a couple of options.

     

    Increase the Marketing Security Role rights to exactly match those of the Sys Admin or create a copy of the Sys Admin role and then slowly begin removing rights and check the ability to import while reducing rights until you find the security right needed that was causing the problem.  This is an interative process and you need to keep track of the rights removed for each import.

     

    Download the Diag Tool, turn dev errors on and recreate the error. go through the log file generated and review the errors.  You should be able to track down the potential issue and adjust the security role.

     

    Open a ticket with Microsoft Support and they will work through the log files for you to identify the issue.

     

    • Unmarked as answer by ShwetaNikam Tuesday, March 10, 2009 9:17 AM
    • Marked as answer by ShwetaNikam Wednesday, April 8, 2009 7:00 AM
    Monday, January 19, 2009 1:37 PM
  • Thanks...
    Wednesday, April 8, 2009 7:01 AM
  • You're welcome!
    Best Regards, Donna
    Wednesday, April 8, 2009 4:58 PM