Currently our build only allows system admins to perform imports via the bulk import wizard. I had tried reconfiguring the permissions for 'bulk import' and 'import configuration' for another security role...even allowing organization levels for that security role to allow the role to import data. I tried multiple configurations without success until I found this particular blog:
We had the ability to delete activities and notes turned off due to some internal compliance issues and according to the blog I cited above, these had to be turned on at some level in order for a security role to have the bulk import funtionality. Does anyone know why the ability to delete activities and/or notes is required to allow bulk import?
This is quoted from the blog cited above:
Bulk Import in Microsoft CRM, allows end users to import Accounts, Contacts, Leads and Campaign Responses into CRM from a text file. Users can access this from the “Tools | Import…” menu at the homepage level of the application.
Recently, we had a problem where the menu option was not showing up for all users. We of course knew it was a privilege issue, but the particular privileges required to get this item to show up are not exactly intuitive. Here are the privileges required for a user to see and use Bulk Import.
One or more of the following:
Create Account OR Create Contact OR Create Lead OR Create Activity
And all of the following:
Read Activity |
AND |
Create Activity |
AND |
Write Activity |
AND |
Delete Activity |
AND |
Append Activity |
AND |
AppendTo Activity |
AND |
Read Note |
AND |
Create Note |
AND |
Write Note |
AND |
Delete Note |
AND |
Append Note |
AND |
AppendTo Note |
AND |
Read Bulk Import |
AND |
Create Bulk Import |
AND |
Write Bulk Import |
AND |
Delete Bulk Import |
AND |
Append Bulk Import |
AND |
AppendTo Bulk Import |
AND |
Read Import Config |
AND |
Create Import Config |
AND |
Write Import Config |
AND |
Delete Import Config |
AND |
Append Import Config |
AND |
AppendTo Import Config |
AND |
The “trick” that is often overlooked, is that the user needs access to both Bulk Import privileges as well as Import Config privileges. Most users already have access to Activates and Notes, so that is rarely a problem. Please also note that the user can have any depth of access to these privileges, it just has to be something other than “None”.