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Security - Permissions for Importing records RRS feed

  • Question

  • Which entities are involved for importing records/data into CRM 2011?  Right now, from what I've read in other posts, I've changed the permissions levels for Organization-wide for Data Import, Data Map and Import Source File and the user can still not see the New button for imports.  Please help!  Thanks
    Thursday, February 7, 2013 3:45 PM

Answers

  • I think you also need Create, Read and Write on Web Wizard, Web Wizard Access Privilege and Wizard Page

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    • Marked as answer by wikky2007 Thursday, February 7, 2013 5:02 PM
    Thursday, February 7, 2013 4:52 PM
    Moderator

All replies

  • I think you also need Create, Read and Write on Web Wizard, Web Wizard Access Privilege and Wizard Page

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    • Marked as answer by wikky2007 Thursday, February 7, 2013 5:02 PM
    Thursday, February 7, 2013 4:52 PM
    Moderator
  • I had actually tried that twice, logged out, logged back in and refreshed and the button hadn't appeared.  Just tried it again and it worked.  Thank you!
    Thursday, February 7, 2013 5:01 PM