Data Import Privileges – Business Intelligence Info

TheImporttoolwithinMicrosoftDynamicsCRMisagreatwaytomovedatainandoutofCRM。

Thistoolisavailableforallusers,providedtheyhavethecorrectprivilegesassigned。

Thesedataimportprivilegesarewhatwewillbetalkingabouttoday!

OnewayyoucanutilizetheImporttoolistodownloadDataMapsbynavigatingtoSettingsDataMaps。

TheDataMapswillcontainallofthefieldsforselectedentities,allowingyoutocreatenewrecordsinbulk。

YoucanalsorunaspecificAdvancedFindonanyentity,exporttheresultstoExcel,andifyouflagMakeavailableforreimporting,youcanupdaterecordsquicklyandeasily。

TolearnmoreabouttheImporttoolwithinDynamicsCRM,checkoutTheCRMBookChapter–ImportWizard。

Tobegin,followthestepsbelow:

1。

NavigatetoSettingsAdministration。

2。

SelectSecurityRoles。

3。

SelecttheuserwhomyouwishtoedittheSecurityRoleandnavigatetotheCoreRecordstab。

4。

Verifyprivilegesfor:

DataImport*

DataMap*

ImportSourceFile*

WebWizard

WebWizardAccessPrivilege

WizardPage

Note:StartwiththeUserLevelandincreaseasrequiredtogainthedesiredfunctionality。

*DataImport,DataMapandImportSourceFilerequireatleastuserlevelDeleteprivilegesfordesiredfunctionality。

Asyoucansee,theImporttoolinDynamicsCRMisapowerfulwaytomovedatainandoutofyourCRMsystem。

Wehopeyoufoundourbloghelpful!

FollowtheselinksformoreinformationonImportTemplatesandupdatingrecordswiththeimporttool。

Thanksforstoppingbyourblogtoday!

Andasalways,happyCRM’ing!

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